JWCA
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J.W. Coons Advisors’s Cooper Companies COO Stock Holding History

J.W. Coons 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
Q2 		– Sell
-2,520
Closed -$256K – 238
2024
Q1 		$256K Hold
2,520
– – 0.06% 210
2023
Q4 		$238K Sell
2,520
-400
-14% -$33.6K 0.06% 217
2023
Q3 		$232K Sell
2,920
-400
-12% -$36.9K 0.07% 210
2023
Q2 		$318K Hold
3,320
– – 0.09% 187
2023
Q1 		$310K Sell
3,320
-500
-13% -$43K 0.09% 188
2022
Q4 		$316K Sell
3,820
-1,136
-23% -$83.8K 0.09% 182
2022
Q3 		$327K Buy
4,956
+800
+19% +$61.3K 0.12% 166
2022
Q2 		$325K Sell
4,156
-1,024
-20% -$90.6K 0.11% 180
2022
Q1 		$543K Buy
5,180
+872
+20% +$87.8K 0.16% 140
2021
Q4 		$452K Buy
4,308
+252
+6% +$25.7K 0.14% 158
2021
Q3 		$420K Buy
4,056
+856
+27% +$91.3K 0.14% 154
2021
Q2 		$320K Sell
3,200
-96
-3% -$9.4K 0.11% 168
2021
Q1 		$315K Buy
3,296
+20
+0.6% +$1.9K 0.11% 167
2020
Q4 		$296K Hold
3,276
– – 0.11% 167
2020
Q3 		$276K Buy
3,276
+200
+7% +$15.3K 0.11% 159
2020
Q2 		$216K Buy
+3,076
New +$228K 0.1% 185

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return