GWS
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Glassman Wealth Services’s Cooper Companies COO Stock Holding History

Glassman Wealth Services’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 		– Sell
-88
Closed -$8.33K – 564
2023
Q4 		$8.33K Buy
88
+8
+10% +$671 ﹤0.01% 930
2023
Q3 		$6.36K Hold
80
– – ﹤0.01% 990
2023
Q2 		$7.67K Hold
80
– – ﹤0.01% 878
2023
Q1 		$7.47K Hold
80
– – ﹤0.01% 889
2022
Q4 		$6.61K Hold
80
– – ﹤0.01% 950
2022
Q3 		$5K Sell
80
-52
-39% -$3.98K ﹤0.01% 979
2022
Q2 		$10K Buy
132
+52
+65% +$4.6K ﹤0.01% 805
2022
Q1 		$8K Buy
80
+8
+11% +$805 ﹤0.01% 887
2021
Q4 		$8K Buy
72
+44
+157% +$4.48K ﹤0.01% 859
2021
Q3 		$3K Buy
28
+4
+17% +$427 ﹤0.01% 1066
2021
Q2 		$2K Buy
24
+12
+100% +$1.18K ﹤0.01% 1123
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1222
2020
Q4 		$1K Hold
12
– – ﹤0.01% 1180
2020
Q3 		$1K Hold
12
– – ﹤0.01% 1124
2020
Q2 		$1K Hold
12
– – ﹤0.01% 986
2020
Q1 		$1K Buy
+12
New +$977 ﹤0.01% 835
2019
Q3 		– Sell
-12
Closed -$1K – 1100
2019
Q2 		$1K Buy
+12
New +$902 ﹤0.01% 819

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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