Crewe Advisors’s Vita Coco COCO Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-66	Closed	-$1K	–	1072
2022 Q3	$1K	Hold	66	–	–	﹤0.01%	1125
2022 Q2	$1K	Buy	+66	New	+$699	﹤0.01%	1049

Other funds holding COCO

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RCMC

RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

MPEM

Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return

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

Crewe Advisors's COCO Position: Q4 2022 in Review

Crewe Advisors sold out of Vita Coco (COCO) in Q4 2022, closing a stake of 66 shares — an estimated $1K sold.

Crewe Advisors first reported a position in COCO in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 81 funds tracked by Wall St. Rank hold COCO as of Q4 2022.

Crewe Advisors reported no remaining Vita Coco position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 66 Vita Coco shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Vita Coco in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Vita Coco position peaked at $1K in Q3 2022.
81 funds tracked by Wall St. Rank held Vita Coco as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.