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Global Financial Private Client’s Vita Coco COCO Stock Holding History

Global Financial Private Client’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,434
Closed -$38.2K – 686
2023
Q2 		$38.2K Buy
+1,434
New +$34.9K 0.02% 315

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Global Financial Private Client's COCO Position: Q3 2023 in Review

Global Financial Private Client sold out of Vita Coco (COCO) in Q3 2023, closing a stake of 1,434 shares — an estimated $38.2K sold.

Global Financial Private Client first reported a position in COCO in Q2 2023 and held it in 1 quarter. The position peaked at $38.2K in Q2 2023. 154 funds tracked by Wall St. Rank hold COCO as of Q3 2023.

  • Global Financial Private Client reported no remaining Vita Coco position as of Q3 2023 after selling out during the quarter.
  • Global Financial Private Client sold 1,434 Vita Coco shares in Q3 2023, an estimated $38.2K.
  • Global Financial Private Client first reported a position in Vita Coco in Q2 2023 and held it in 1 quarter.
  • Global Financial Private Client's Vita Coco position peaked at $38.2K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Vita Coco as of Q3 2023.

Based on Global Financial Private Client's 13F filing for Q3 2023, filed 16 May 2024.