JWA
COO icon

JFS Wealth Advisors’s Cooper Companies COO Stock Holding History

JFS Wealth 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
2026
Q2 		$5.95K Sell
83
-7
-8% -$458 ﹤0.01% 1219
2026
Q1 		$6.43K Sell
90
-8
-8% -$633 ﹤0.01% 1108
2025
Q4 		$8.03K Buy
98
+58
+145% +$4.34K ﹤0.01% 1056
2025
Q3 		$2.74K Buy
40
+15
+60% +$1.06K ﹤0.01% 1348
2025
Q2 		$1.78K Sell
25
-73
-74% -$5.59K ﹤0.01% 1423
2025
Q1 		$8.27K Buy
98
+15
+18% +$1.34K ﹤0.01% 939
2024
Q4 		$7.63K Sell
83
-2
-2% -$204 ﹤0.01% 955
2024
Q3 		$9.39K Buy
85
+13
+18% +$1.26K ﹤0.01% 876
2024
Q2 		$6.29K Hold
72
– – ﹤0.01% 968
2024
Q1 		$7.32K Hold
72
– – ﹤0.01% 928
2023
Q4 		$6.82K Buy
72
+4
+6% +$336 ﹤0.01% 932
2023
Q3 		$5.41K Hold
68
– – ﹤0.01% 963
2023
Q2 		$6.53K Sell
68
-4
-6% -$375 ﹤0.01% 889
2023
Q1 		$6.73K Buy
72
+4
+6% +$344 ﹤0.01% 880
2022
Q4 		$5.63K Sell
68
-532
-89% -$39.2K ﹤0.01% 949
2022
Q3 		$40K Buy
600
+32
+6% +$2.45K ﹤0.01% 423
2022
Q2 		$44K Sell
568
-20
-3% -$1.77K ﹤0.01% 417
2022
Q1 		$61K Buy
588
+28
+5% +$2.82K 0.01% 380
2021
Q4 		$59K Buy
+560
New +$57K 0.01% 396
2018
Q2 		– Sell
-64
Closed -$4K – 480
2018
Q1 		$4K Hold
64
– – ﹤0.01% 431
2017
Q4 		$3K Buy
+64
New +$3.74K ﹤0.01% 459

Other funds holding COO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return