Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Vita Coco COCO Stock Holding History

Cambridge Investment Research Advisors’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
2023
Q4 		– Sell
-12,434
Closed -$324K – 3209
2023
Q3 		$324K Buy
+12,434
New +$332K ﹤0.01% 2436

Other funds holding COCO

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Cambridge Investment Research Advisors's COCO Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Vita Coco (COCO) in Q4 2023, closing a stake of 12,434 shares — an estimated $324K sold.

Cambridge Investment Research Advisors first reported a position in COCO in Q3 2023 and held it in 1 quarter. The position peaked at $324K in Q3 2023. 181 funds tracked by Wall St. Rank hold COCO as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Vita Coco position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,434 Vita Coco shares in Q4 2023, an estimated $324K.
  • Cambridge Investment Research Advisors first reported a position in Vita Coco in Q3 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Vita Coco position peaked at $324K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Vita Coco as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.