AWE
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Avidian Wealth Enterprises’s Cooper Companies COO Stock Holding History

Avidian Wealth Enterprises’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
2020
Q2 		– Sell
-6,688
Closed -$461K – 267
2020
Q1 		$461K Buy
+6,688
New +$544K 0.07% 115
2018
Q2 		– Sell
-11,184
Closed -$640K – 104
2018
Q1 		$640K Buy
11,184
+3,532
+46% +$206K 0.21% 40
2017
Q4 		$417K Sell
7,652
-852
-10% -$49.8K 0.11% 62
2017
Q3 		$504K Buy
+8,504
New +$520K 0.19% 43

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Avidian Wealth Enterprises's COO Position: Q2 2020 in Review

Avidian Wealth Enterprises sold out of Cooper Companies (COO) in Q2 2020, closing a stake of 6,688 shares — an estimated $461K sold.

Avidian Wealth Enterprises first reported a position in COO in Q3 2017 and held it in 4 quarters. The position peaked at $640K in Q1 2018. 497 funds tracked by Wall St. Rank hold COO as of Q2 2020.

  • Avidian Wealth Enterprises reported no remaining Cooper Companies position as of Q2 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,688 Cooper Companies shares in Q2 2020, an estimated $461K.
  • Avidian Wealth Enterprises first reported a position in Cooper Companies in Q3 2017 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Cooper Companies position peaked at $640K in Q1 2018.
  • 497 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2020, filed 10 Aug 2020.