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FGAM
Financial Gravity Asset Management’s
Cooper Companies
COO
Stock Holding History
Financial Gravity Asset 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
2024
Q2
–
Sell
-23
Closed
-$2.28K
–
1655
2024
Q1
$2.28K
Buy
+23
New
+$2.23K
﹤0.01%
1052
2023
Q3
–
Sell
-1,532
Closed
-$2.84K
–
1346
2023
Q2
$2.84K
Buy
+1,532
New
+$144K
0.01%
578
2023
Q1
–
Sell
-1,324
Closed
-$2.77K
–
1238
2022
Q4
$2.77K
Buy
+1,324
New
+$97.7K
0.01%
491
2022
Q2
–
Sell
-1,672
Closed
-$3
–
758
2022
Q1
$3
Sell
1,672
-4
-0.2%
-$403
﹤0.01%
841
2021
Q4
$3
Buy
+1,676
New
+$171K
﹤0.01%
915
2021
Q3
–
Hold
0
–
–
–
93
2021
Q2
–
Hold
0
–
–
–
99
2021
Q1
–
Hold
0
–
–
–
587
2020
Q4
–
Hold
0
–
–
–
537
2019
Q4
–
Sell
-224
Closed
-$17K
–
1428
2019
Q3
$17K
Buy
+224
New
+$18.1K
0.01%
494
2019
Q2
–
Sell
-4
Closed
–
–
1296
2019
Q1
$0
Buy
+4
New
+$279
﹤0.01%
1351
2018
Q3
$46K
Buy
744
+8
+1%
+$514
0.05%
345
2018
Q2
$47K
Buy
736
+724
+6,033%
+$41.4K
0.04%
340
2018
Q1
$1K
Buy
+12
New
+$700
﹤0.01%
1095
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VAM
Veritas Asset Management
London, United Kingdom
$5.9B AUM
3.19%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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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