Cassady Schiller Wealth Management’s Cooper Companies COO Stock Holding History

Cassady Schiller 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
2024 Q4	$1.47K	Buy	+16	New	+$1.63K	﹤0.01%	671

Other funds holding COO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cassady Schiller Wealth Management's COO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Cooper Companies (COO) in Q4 2024: 16 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

677 funds tracked by Wall St. Rank hold COO as of Q4 2024.

Cassady Schiller Wealth Management held 16 shares of Cooper Companies worth $1.47K as of Q4 2024.
Cooper Companies was a new Cassady Schiller Wealth Management position in Q4 2024.
Cooper Companies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #671 holding.
677 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.