EWA
COOP

EP Wealth Advisors’s Mr. Cooper COOP Stock Holding History

EP Wealth Advisors’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,985
Closed -$287K – 1300
2024
Q4 		$287K Buy
2,985
+648
+28% +$61.6K ﹤0.01% 888
2024
Q3 		$215K Buy
+2,337
New +$207K ﹤0.01% 1007

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's COOP Position: Q1 2025 in Review

EP Wealth Advisors sold out of Mr. Cooper (COOP) in Q1 2025, closing a stake of 2,985 shares — an estimated $287K sold.

EP Wealth Advisors first reported a position in COOP in Q3 2024 and held it in 2 quarters. The position peaked at $287K in Q4 2024. 390 funds tracked by Wall St. Rank hold COOP as of Q1 2025.

  • EP Wealth Advisors reported no remaining Mr. Cooper position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 2,985 Mr. Cooper shares in Q1 2025, an estimated $287K.
  • EP Wealth Advisors first reported a position in Mr. Cooper in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Mr. Cooper position peaked at $287K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Mr. Cooper as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.