FAIM
COO icon

Financial Advocates Investment Management’s Cooper Companies COO Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-25,540
Closed -$396K – 778
2022
Q3 		$396K Buy
+25,540
New +$1.96M 0.03% 475

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Advocates Investment Management's COO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Cooper Companies (COO) in Q4 2022, closing a stake of 25,540 shares — an estimated $396K sold.

Financial Advocates Investment Management first reported a position in COO in Q3 2022 and held it in 1 quarter. The position peaked at $396K in Q3 2022. 560 funds tracked by Wall St. Rank hold COO as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Cooper Companies position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 25,540 Cooper Companies shares in Q4 2022, an estimated $396K.
  • Financial Advocates Investment Management first reported a position in Cooper Companies in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Cooper Companies position peaked at $396K in Q3 2022.
  • 560 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.