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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.W. Coons Advisors's COO Position: Q2 2024 in Review

J.W. Coons Advisors sold out of Cooper Companies (COO) in Q2 2024, closing a stake of 2,520 shares — an estimated $256K sold.

J.W. Coons Advisors first reported a position in COO in Q2 2020 and held it in 16 quarters. The position peaked at $543K in Q1 2022. 625 funds tracked by Wall St. Rank hold COO as of Q2 2024.

  • J.W. Coons Advisors reported no remaining Cooper Companies position as of Q2 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,520 Cooper Companies shares in Q2 2024, an estimated $256K.
  • J.W. Coons Advisors first reported a position in Cooper Companies in Q2 2020 and held it in 16 quarters.
  • J.W. Coons Advisors's Cooper Companies position peaked at $543K in Q1 2022.
  • 625 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2024.

Based on J.W. Coons Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.