Goldstein Advisors’s Cooper Companies COO Stock Holding History

Goldstein Advisors’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 Q4	–	Sell	-1,897	Closed	-$209K	–	203
2024 Q3	$209K	Buy	+1,897	New	+$185K	0.03%	170

Other funds holding COO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldstein Advisors's COO Position: Q4 2024 in Review

Goldstein Advisors sold out of Cooper Companies (COO) in Q4 2024, closing a stake of 1,897 shares — an estimated $209K sold.

Goldstein Advisors first reported a position in COO in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 679 funds tracked by Wall St. Rank hold COO as of Q4 2024.

Goldstein Advisors reported no remaining Cooper Companies position as of Q4 2024 after selling out during the quarter.
Goldstein Advisors sold 1,897 Cooper Companies shares in Q4 2024, an estimated $209K.
Goldstein Advisors first reported a position in Cooper Companies in Q3 2024 and held it in 1 quarter.
Goldstein Advisors's Cooper Companies position peaked at $209K in Q3 2024.
679 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2024.

Based on Goldstein Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.