DWS
COO icon

Dynamic Wealth Strategies’s Cooper Companies COO Stock Holding History

Dynamic Wealth Strategies’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 		$91.2K Sell
1,275
-211
-14% -$16.7K 0.05% 126
2025
Q4 		$122K Buy
1,486
+7
+0.5% +$524 0.07% 106
2025
Q3 		$101K Buy
1,479
+1,026
+226% +$72.7K 0.07% 104
2025
Q2 		$32.2K Sell
453
-26
-5% -$1.99K 0.02% 141
2025
Q1 		$40.4K Buy
+479
New +$42.9K 0.03% 133
2024
Q4 		– Sell
-683
Closed -$75K – 101
2024
Q3 		$75K Sell
683
-14
-2% -$1.36K 0.06% 110
2024
Q2 		$61K Buy
697
+9
+1% +$840 0.05% 116
2024
Q1 		$70K Sell
688
-244
-26% -$23.6K 0.06% 112
2023
Q4 		$88.2K Buy
+932
New +$78.2K 0.08% 100

Other funds holding COO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return