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Copia Wealth Management’s Kosmos Energy KOS Stock Holding History

Copia Wealth Management’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-130
Closed -$445 – 469
2024
Q4 		$445 Buy
+130
New +$495 ﹤0.01% 397

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Copia Wealth Management's KOS Position: Q1 2025 in Review

Copia Wealth Management sold out of Kosmos Energy (KOS) in Q1 2025, closing a stake of 130 shares — an estimated $445 sold.

Copia Wealth Management first reported a position in KOS in Q4 2024 and held it in 1 quarter. The position peaked at $445 in Q4 2024. 252 funds tracked by Wall St. Rank hold KOS as of Q1 2025.

  • Copia Wealth Management reported no remaining Kosmos Energy position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 130 Kosmos Energy shares in Q1 2025, an estimated $445.
  • Copia Wealth Management first reported a position in Kosmos Energy in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Kosmos Energy position peaked at $445 in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.