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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baystate Wealth Management's COO Position: Q4 2023 in Review

Baystate Wealth Management held its Cooper Companies (COO) position steady in Q4 2023 at 104 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Baystate Wealth Management first reported a position in COO in Q4 2021 and has held it in 9 quarters since. The position peaked at $11K in Q1 2022. 582 funds tracked by Wall St. Rank hold COO as of Q4 2023.

Baystate Wealth Management held 104 shares of Cooper Companies worth $10.1K as of Q4 2023.
Baystate Wealth Management left its Cooper Companies share count unchanged in Q4 2023.
Cooper Companies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #717 holding.
Baystate Wealth Management first reported a position in Cooper Companies in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Cooper Companies position peaked at $11K in Q1 2022.
582 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.