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Beaird Harris Wealth Management’s Vita Coco COCO Stock Holding History

Beaird Harris Wealth Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-288
Closed -$8.02K – 554
2024
Q2 		$8.02K Buy
+288
New +$7.64K ﹤0.01% 398

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's COCO Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Vita Coco (COCO) in Q3 2024, closing a stake of 288 shares — an estimated $8.02K sold.

Beaird Harris Wealth Management first reported a position in COCO in Q2 2024 and held it in 1 quarter. The position peaked at $8.02K in Q2 2024. 183 funds tracked by Wall St. Rank hold COCO as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Vita Coco position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 288 Vita Coco shares in Q3 2024, an estimated $8.02K.
  • Beaird Harris Wealth Management first reported a position in Vita Coco in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Vita Coco position peaked at $8.02K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.