Evolution Wealth Advisors’s Cooper Companies COO Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-120	Closed	-$12K	–	256
2021 Q3	$12K	Sell	120 -148	-55%	-$15.8K	﹤0.01%	376
2021 Q2	$27K	Hold	268	–	–	0.01%	267
2021 Q1	$26K	Hold	268	–	–	0.01%	262
2020 Q4	$24K	Sell	268 -84	-24%	-$7.21K	0.01%	241
2020 Q3	$30K	Hold	352	–	–	0.01%	229
2020 Q2	$25K	Buy	352 +24	+7%	+$1.78K	0.01%	189
2020 Q1	$23K	Sell	328 -64	-16%	-$5.21K	0.01%	144
2019 Q4	$31K	Buy	392 +360	+1,125%	+$27.1K	0.01%	186
2019 Q3	$2K	Sell	32 -372	-92%	-$30K	﹤0.01%	400
2019 Q2	$34K	Buy	+404	New	+$30.4K	0.01%	95

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evolution Wealth Advisors's COO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cooper Companies (COO) in Q4 2021, closing a stake of 120 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in COO in Q2 2019 and held it in 10 quarters. The position peaked at $34K in Q2 2019. 582 funds tracked by Wall St. Rank hold COO as of Q4 2021.

Evolution Wealth Advisors reported no remaining Cooper Companies position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 120 Cooper Companies shares in Q4 2021, an estimated $12K.
Evolution Wealth Advisors first reported a position in Cooper Companies in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Cooper Companies position peaked at $34K in Q2 2019.
582 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.