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Aevitas Wealth Management’s Cooper Companies COO Stock Holding History

Aevitas Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-400
Closed -$29K – 144
2019
Q1 		$29K Hold
400
– – 0.03% 228
2018
Q4 		$25K Hold
400
– – 0.03% 232
2018
Q3 		$28K Hold
400
– – 0.03% 252
2018
Q2 		$24K Hold
400
– – 0.02% 258
2018
Q1 		$23K Hold
400
– – 0.02% 242
2017
Q4 		$22K Buy
+400
New +$23.4K 0.02% 251

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Aevitas Wealth Management's COO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Cooper Companies (COO) in Q2 2019, closing a stake of 400 shares — an estimated $29K sold.

Aevitas Wealth Management first reported a position in COO in Q4 2017 and held it in 6 quarters. The position peaked at $29K in Q1 2019. 529 funds tracked by Wall St. Rank hold COO as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Cooper Companies position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 400 Cooper Companies shares in Q2 2019, an estimated $29K.
  • Aevitas Wealth Management first reported a position in Cooper Companies in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Cooper Companies position peaked at $29K in Q1 2019.
  • 529 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.