HWMA
COOP

Heritage Wealth Management (Arizona)’s Mr. Cooper COOP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-29
Closed -$1K – 893
2021
Q2 		$1K Sell
29
-75
-72% -$2.5K ﹤0.01% 858
2021
Q1 		$4K Buy
+104
New +$3.29K ﹤0.01% 657

Other funds holding COOP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s COOP Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Mr. Cooper (COOP) in Q3 2021, closing a stake of 29 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in COOP in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 234 funds tracked by Wall St. Rank hold COOP as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Mr. Cooper position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 29 Mr. Cooper shares in Q3 2021, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Mr. Cooper in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Mr. Cooper position peaked at $4K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.