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Cypress Wealth Services’s Coty COTY Stock Holding History

Cypress Wealth Services’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,958
Closed -$112K – 298
2020
Q4 		$112K Buy
+15,958
New +$82.2K 0.03% 281
2020
Q3 		– Sell
-58,198
Closed -$220K – 302
2020
Q2 		$260K Buy
+58,198
New +$282K 0.06% 220

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Wealth Services's COTY Position: Q1 2021 in Review

Cypress Wealth Services sold out of Coty (COTY) in Q1 2021, closing a stake of 15,958 shares — an estimated $112K sold.

Cypress Wealth Services first reported a position in COTY in Q2 2020 and held it in 2 quarters. The position peaked at $260K in Q2 2020. 282 funds tracked by Wall St. Rank hold COTY as of Q1 2021.

  • Cypress Wealth Services reported no remaining Coty position as of Q1 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 15,958 Coty shares in Q1 2021, an estimated $112K.
  • Cypress Wealth Services first reported a position in Coty in Q2 2020 and held it in 2 quarters.
  • Cypress Wealth Services's Coty position peaked at $260K in Q2 2020.
  • 282 funds tracked by Wall St. Rank held Coty as of Q1 2021.

Based on Cypress Wealth Services's 13F filing for Q1 2021, filed 28 Apr 2021.