JWM
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Janiczek Wealth Management’s Cooper Companies COO Stock Holding History

Janiczek Wealth Management’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 		$60.4K Hold
692
– – 0.01% 375
2024
Q1 		$70.2K Hold
692
– – 0.01% 358
2023
Q4 		$65.5K Sell
692
-476
-41% -$39.9K 0.02% 348
2023
Q3 		$92.9K Buy
+1,168
New +$108K 0.02% 257
2022
Q3 		– Sell
-8
Closed -$1K – 937
2022
Q2 		$1K Sell
8
-420
-98% -$37.2K ﹤0.01% 844
2022
Q1 		$45K Sell
428
-136
-24% -$13.7K 0.01% 316
2021
Q4 		$59K Buy
564
+48
+9% +$4.89K 0.02% 280
2021
Q3 		$53K Buy
516
+116
+29% +$12.4K 0.02% 269
2021
Q2 		$40K Buy
400
+132
+49% +$12.9K 0.01% 292
2021
Q1 		$26K Buy
268
+200
+294% +$19K 0.01% 349
2020
Q4 		$6K Buy
68
+32
+89% +$2.75K ﹤0.01% 549
2020
Q3 		$3K Buy
+36
New +$2.76K ﹤0.01% 431

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