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Avior Wealth Management’s Cooper Companies COO Stock Holding History

Avior 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
2025
Q1 		– Sell
-8
Closed -$735 – 1061
2024
Q4 		$735 Hold
8
– – ﹤0.01% 2241
2024
Q3 		$882 Buy
8
+4
+100% +$389 ﹤0.01% 2091
2024
Q2 		$349 Sell
4
-884
-100% -$82.5K ﹤0.01% 2152
2024
Q1 		$90.1K Buy
+888
New +$85.9K ﹤0.01% 1007

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's COO Position: Q1 2025 in Review

Avior Wealth Management sold out of Cooper Companies (COO) in Q1 2025, closing a stake of 8 shares — an estimated $735 sold.

Avior Wealth Management first reported a position in COO in Q1 2024 and held it in 4 quarters. The position peaked at $90.1K in Q1 2024. 641 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • Avior Wealth Management reported no remaining Cooper Companies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 Cooper Companies shares in Q1 2025, an estimated $735.
  • Avior Wealth Management first reported a position in Cooper Companies in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Cooper Companies position peaked at $90.1K in Q1 2024.
  • 641 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.