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FirstPurpose Wealth’s Cooper Companies COO Stock Holding History

FirstPurpose Wealth’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
Q1 		$389K Sell
4,026
-50
-1% -$4.84K 0.14% 133
2023
Q4 		$386K Buy
4,076
+412
+11% +$34.6K 0.15% 128
2023
Q3 		$291K Buy
3,664
+192
+6% +$17.7K 0.13% 143
2023
Q2 		$333K Buy
3,472
+56
+2% +$5.25K 0.14% 122
2023
Q1 		$319K Buy
3,416
+492
+17% +$42.3K 0.16% 118
2022
Q4 		$242K Buy
+2,924
New +$216K 0.14% 146

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

FirstPurpose Wealth's COO Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Cooper Companies (COO) stake by 1.2% in Q1 2024, selling an estimated $4.84K and leaving 4,026 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #133.

FirstPurpose Wealth first reported a position in COO in Q4 2022 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold COO as of Q1 2024.

  • FirstPurpose Wealth held 4,026 shares of Cooper Companies worth $389K as of Q1 2024.
  • FirstPurpose Wealth sold 50 Cooper Companies shares in Q1 2024, an estimated $4.84K.
  • Cooper Companies made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #133 holding.
  • FirstPurpose Wealth first reported a position in Cooper Companies in Q4 2022 and has held it in 6 quarters since.
  • 590 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.