Commonwealth Equity Services
COCO icon

Commonwealth Equity Services’s Vita Coco COCO Stock Holding History

Commonwealth Equity Services’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
-10,094
Closed -$247K – 4068
2024
Q1 		$247K Buy
+10,094
New +$234K ﹤0.01% 3454

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

Commonwealth Equity Services's COCO Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Vita Coco (COCO) in Q2 2024, closing a stake of 10,094 shares — an estimated $247K sold.

Commonwealth Equity Services first reported a position in COCO in Q1 2024 and held it in 1 quarter. The position peaked at $247K in Q1 2024. 183 funds tracked by Wall St. Rank hold COCO as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Vita Coco position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,094 Vita Coco shares in Q2 2024, an estimated $247K.
  • Commonwealth Equity Services first reported a position in Vita Coco in Q1 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's Vita Coco position peaked at $247K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.