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DAS
Diversify Advisory Services’s
Cooper Companies
COO
Stock Holding History
Diversify Advisory Services’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
2026
Q1
$321K
Sell
5,233
-7,665
-59%
-$606K
0.05%
161
2025
Q4
$1.06M
Buy
12,898
+6,053
+88%
+$453K
0.03%
388
2025
Q3
$478K
Buy
6,845
+676
+11%
+$47.9K
0.02%
579
2025
Q2
$448K
Buy
6,169
+737
+14%
+$56.4K
0.02%
572
2025
Q1
$447K
Buy
5,432
+1,276
+31%
+$114K
0.03%
382
2024
Q4
$375K
Sell
4,156
-763
-16%
-$77.7K
0.02%
432
2024
Q3
$521K
Sell
4,919
-934
-16%
-$90.9K
0.03%
372
2024
Q2
$501K
Buy
+5,853
New
+$546K
0.03%
381
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30.48%
1-Year Est. Return
VCM
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$4.04T AUM
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$145B AUM
22.78%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VPM
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$1.91T AUM
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
BW
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$1.62B AUM
22.28%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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