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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Janiczek Wealth Management's COO Position: Q2 2024 in Review

Janiczek Wealth Management held its Cooper Companies (COO) position steady in Q2 2024 at 692 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #375.

Janiczek Wealth Management first reported a position in COO in Q3 2020 and has held it in 12 quarters since. The position peaked at $92.9K in Q3 2023. 625 funds tracked by Wall St. Rank hold COO as of Q2 2024.

Janiczek Wealth Management held 692 shares of Cooper Companies worth $60.4K as of Q2 2024.
Janiczek Wealth Management left its Cooper Companies share count unchanged in Q2 2024.
Cooper Companies made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #375 holding.
Janiczek Wealth Management first reported a position in Cooper Companies in Q3 2020 and has held it in 12 quarters since.
Janiczek Wealth Management's Cooper Companies position peaked at $92.9K in Q3 2023.
625 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.