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Gradient Investments’s Vita Coco COCO Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-12
Closed -$293 – 1398
2024
Q1 		$293 Hold
12
– – ﹤0.01% 1080
2023
Q4 		$308 Hold
12
– – ﹤0.01% 1665
2023
Q3 		$312 Buy
+12
New +$320 ﹤0.01% 1629

Other funds holding COCO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Gradient Investments's COCO Position: Q2 2024 in Review

Gradient Investments sold out of Vita Coco (COCO) in Q2 2024, closing a stake of 12 shares — an estimated $293 sold.

Gradient Investments first reported a position in COCO in Q3 2023 and held it in 3 quarters. The position peaked at $312 in Q3 2023. 183 funds tracked by Wall St. Rank hold COCO as of Q2 2024.

  • Gradient Investments reported no remaining Vita Coco position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 12 Vita Coco shares in Q2 2024, an estimated $293.
  • Gradient Investments first reported a position in Vita Coco in Q3 2023 and held it in 3 quarters.
  • Gradient Investments's Vita Coco position peaked at $312 in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.