Copia Wealth Management’s Mr. Cooper COOP Stock Holding History

Copia Wealth Management’s Portfolio COOP Stock Details COOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,895	Closed	-$346K	–	471
2025 Q1	$346K	Sell	2,895 -150	-5%	-$15.7K	0.32%	61
2024 Q4	$292K	Buy	+3,045	New	+$289K	0.28%	69

Other funds holding COOP

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

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Copia Wealth Management's COOP Position: Q2 2025 in Review

Copia Wealth Management sold out of Mr. Cooper (COOP) in Q2 2025, closing a stake of 2,895 shares — an estimated $346K sold.

Copia Wealth Management first reported a position in COOP in Q4 2024 and held it in 2 quarters. The position peaked at $346K in Q1 2025. 416 funds tracked by Wall St. Rank hold COOP as of Q2 2025.

Copia Wealth Management reported no remaining Mr. Cooper position as of Q2 2025 after selling out during the quarter.
Copia Wealth Management sold 2,895 Mr. Cooper shares in Q2 2025, an estimated $346K.
Copia Wealth Management first reported a position in Mr. Cooper in Q4 2024 and held it in 2 quarters.
Copia Wealth Management's Mr. Cooper position peaked at $346K in Q1 2025.
416 funds tracked by Wall St. Rank held Mr. Cooper as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.