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Bartlett & Co Wealth Management’s Coty COTY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-190
Closed -$2.38K – 1148
2023
Q4 		$2.38K Sell
190
-2,000
-91% -$21.6K ﹤0.01% 1143
2023
Q3 		$24K Hold
2,190
– – ﹤0.01% 783
2023
Q2 		$26.9K Buy
+2,190
New +$25.9K ﹤0.01% 767
2021
Q4 		– Sell
-200
Closed -$1.57K – 493
2021
Q3 		$1.57K Sell
200
-600
-75% -$5.14K ﹤0.01% 895
2021
Q2 		$7.47K Buy
800
+600
+300% +$5.45K ﹤0.01% 723
2021
Q1 		$1.8K Buy
+200
New +$1.53K ﹤0.01% 895

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bartlett & Co Wealth Management's COTY Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Coty (COTY) in Q1 2024, closing a stake of 190 shares — an estimated $2.38K sold.

Bartlett & Co Wealth Management first reported a position in COTY in Q1 2021 and held it in 6 quarters. The position peaked at $26.9K in Q2 2023. 317 funds tracked by Wall St. Rank hold COTY as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Coty position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 190 Coty shares in Q1 2024, an estimated $2.38K.
  • Bartlett & Co Wealth Management first reported a position in Coty in Q1 2021 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's Coty position peaked at $26.9K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Coty as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.