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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's COO Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Cooper Companies (COO) in Q3 2024, closing a stake of 2,814 shares — an estimated $246K sold.

Atria Wealth Solutions first reported a position in COO in Q1 2022 and held it in 9 quarters. The position peaked at $372K in Q1 2024. 659 funds tracked by Wall St. Rank hold COO as of Q3 2024.

Atria Wealth Solutions reported no remaining Cooper Companies position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,814 Cooper Companies shares in Q3 2024, an estimated $246K.
Atria Wealth Solutions first reported a position in Cooper Companies in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Cooper Companies position peaked at $372K in Q1 2024.
659 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.