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Atria Wealth Solutions’s Cooper Companies COO Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-2,814
Closed -$246K – 1944
2024
Q2 		$246K Sell
2,814
-857
-23% -$80K ﹤0.01% 1626
2024
Q1 		$372K Sell
3,671
-49
-1% -$4.74K ﹤0.01% 1409
2023
Q4 		$352K Sell
3,720
-96
-3% -$8.05K ﹤0.01% 1390
2023
Q3 		$303K Buy
3,816
+52
+1% +$4.79K ﹤0.01% 1411
2023
Q2 		$361K Sell
3,764
-220
-6% -$20.6K ﹤0.01% 1328
2023
Q1 		$372K Sell
3,984
-28
-0.7% -$2.41K 0.01% 1303
2022
Q4 		$332K Sell
4,012
-128
-3% -$9.44K 0.01% 1303
2022
Q3 		$273K Buy
+4,140
New +$317K ﹤0.01% 1358
2022
Q2 		– Sell
-2,076
Closed -$217K – 1675
2022
Q1 		$217K Buy
+2,076
New +$209K ﹤0.01% 1537

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return