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GeoWealth Management’s Cooper Companies COO Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-287
Closed -$26.4K – 1214
2024
Q4 		$26.4K Sell
287
-77
-21% -$7.84K ﹤0.01% 1317
2024
Q3 		$40.2K Buy
+364
New +$35.4K ﹤0.01% 1136
2024
Q2 		– Sell
-1,694
Closed -$172K – 873
2024
Q1 		$172K Buy
+1,694
New +$164K 0.01% 715

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's COO Position: Q1 2025 in Review

GeoWealth Management sold out of Cooper Companies (COO) in Q1 2025, closing a stake of 287 shares — an estimated $26.4K sold.

GeoWealth Management first reported a position in COO in Q1 2024 and held it in 3 quarters. The position peaked at $172K in Q1 2024. 641 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • GeoWealth Management reported no remaining Cooper Companies position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 287 Cooper Companies shares in Q1 2025, an estimated $26.4K.
  • GeoWealth Management first reported a position in Cooper Companies in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's Cooper Companies position peaked at $172K in Q1 2024.
  • 641 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.