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C.M. Bidwell & Associates’s Vita Coco COCO Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-158
Closed -$3.86K – 493
2024
Q1 		$3.86K Buy
+158
New +$3.67K ﹤0.01% 350

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

C.M. Bidwell & Associates's COCO Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of Vita Coco (COCO) in Q2 2024, closing a stake of 158 shares — an estimated $3.86K sold.

C.M. Bidwell & Associates first reported a position in COCO in Q1 2024 and held it in 1 quarter. The position peaked at $3.86K in Q1 2024. 183 funds tracked by Wall St. Rank hold COCO as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining Vita Coco position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 158 Vita Coco shares in Q2 2024, an estimated $3.86K.
  • C.M. Bidwell & Associates first reported a position in Vita Coco in Q1 2024 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Vita Coco position peaked at $3.86K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.