BWM
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Baystate Wealth Management’s Cooper Companies COO Stock Holding History

Baystate 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
2023
Q4 		$10.1K Hold
104
– – ﹤0.01% 717
2023
Q3 		$8.5K Hold
104
– – ﹤0.01% 612
2023
Q2 		$10.2K Hold
104
– – ﹤0.01% 568
2023
Q1 		$9.98K Hold
104
– – ﹤0.01% 567
2022
Q4 		$9K Hold
104
– – ﹤0.01% 585
2022
Q3 		$7K Hold
104
– – ﹤0.01% 595
2022
Q2 		$8K Hold
104
– – ﹤0.01% 600
2022
Q1 		$11K Hold
104
– – ﹤0.01% 561
2021
Q4 		$11K Buy
+104
New +$10.6K ﹤0.01% 555

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return