Curi Wealth Management’s Cooper Companies COO Stock Holding History

Curi Wealth Management’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
2024 Q1	–	Sell	-3,488	Closed	-$330K	–	23
2023 Q4	$330K	Hold	3,488	–	–	0.05%	117
2023 Q3	$277K	Sell	3,488 -84	-2%	-$7.74K	0.04%	121
2023 Q2	$342K	Hold	3,572	–	–	0.05%	115
2023 Q1	$333K	Hold	3,572	–	–	0.05%	115
2022 Q4	$295K	Hold	3,572	–	–	0.04%	148
2022 Q3	$236K	Hold	3,572	–	–	0.04%	155
2022 Q2	$280K	Buy	3,572 +84	+2%	+$7.43K	0.05%	93
2022 Q1	$364K	Hold	3,488	–	–	0.06%	76
2021 Q4	$365K	Hold	3,488	–	–	0.06%	78
2021 Q3	$360K	Sell	3,488 -488	-12%	-$52.1K	0.17%	52
2021 Q2	$393K	Hold	3,976	–	–	0.2%	53
2021 Q1	$381K	Hold	3,976	–	–	0.24%	49
2020 Q4	$361K	Buy	+3,976	New	+$341K	0.26%	47

Other funds holding COO

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Curi Wealth Management's COO Position: Q1 2024 in Review

Curi Wealth Management sold out of Cooper Companies (COO) in Q1 2024, closing a stake of 3,488 shares — an estimated $330K sold.

Curi Wealth Management first reported a position in COO in Q4 2020 and held it in 13 quarters. The position peaked at $393K in Q2 2021. 589 funds tracked by Wall St. Rank hold COO as of Q1 2024.

Curi Wealth Management reported no remaining Cooper Companies position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 3,488 Cooper Companies shares in Q1 2024, an estimated $330K.
Curi Wealth Management first reported a position in Cooper Companies in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's Cooper Companies position peaked at $393K in Q2 2021.
589 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.