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Baker Tilly Wealth Management’s Cooper Companies COO Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-7,035
Closed -$714K – 304
2024
Q1 		$714K Buy
7,035
+223
+3% +$21.6K 0.13% 169
2023
Q4 		$644K Buy
6,812
+72
+1% +$6.04K 0.11% 216
2023
Q3 		$536K Sell
6,740
-912
-12% -$84K 0.09% 238
2023
Q2 		$734K Sell
7,652
-56
-0.7% -$5.25K 0.08% 262
2023
Q1 		$719K Buy
7,708
+680
+10% +$58.5K 0.08% 255
2022
Q4 		$581K Sell
7,028
-148
-2% -$10.9K 0.07% 284
2022
Q3 		$473K Buy
7,176
+280
+4% +$21.4K 0.06% 301
2022
Q2 		$540K Sell
6,896
-4
-0.1% -$354 0.07% 283
2022
Q1 		$720K Sell
6,900
-476
-6% -$47.9K 0.08% 253
2021
Q4 		$773K Buy
7,376
+2,104
+40% +$214K 0.08% 266
2021
Q3 		$545K Buy
5,272
+1,060
+25% +$113K 0.07% 295
2021
Q2 		$417K Buy
4,212
+1,328
+46% +$130K 0.07% 321
2021
Q1 		$277K Buy
2,884
+648
+29% +$61.5K 0.06% 375
2020
Q4 		$203K Buy
+2,236
New +$192K 0.06% 323

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baker Tilly Wealth Management's COO Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Cooper Companies (COO) in Q2 2024, closing a stake of 7,035 shares — an estimated $714K sold.

Baker Tilly Wealth Management first reported a position in COO in Q4 2020 and held it in 14 quarters. The position peaked at $773K in Q4 2021. 625 funds tracked by Wall St. Rank hold COO as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Cooper Companies position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,035 Cooper Companies shares in Q2 2024, an estimated $714K.
  • Baker Tilly Wealth Management first reported a position in Cooper Companies in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Cooper Companies position peaked at $773K in Q4 2021.
  • 625 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.