CFFP
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Center for Financial Planning’s Cooper Companies COO Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-36
Closed -$2K – 568
2022
Q3 		$2K Buy
+36
New +$2.76K ﹤0.01% 517
2020
Q2 		– Sell
-72
Closed -$5K – 478
2020
Q1 		$5K Buy
+72
New +$5.86K ﹤0.01% 410

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Center for Financial Planning's COO Position: Q4 2022 in Review

Center for Financial Planning sold out of Cooper Companies (COO) in Q4 2022, closing a stake of 36 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in COO in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 559 funds tracked by Wall St. Rank hold COO as of Q4 2022.

  • Center for Financial Planning reported no remaining Cooper Companies position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 36 Cooper Companies shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Cooper Companies in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Cooper Companies position peaked at $5K in Q1 2020.
  • 559 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.