Kings Point Capital Management’s Cooper Companies COO Stock Holding History

Kings Point Capital 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
2022 Q1	$81K	Hold	772	–	–	0.01%	305
2021 Q4	$81K	Sell	772 -148	-16%	-$15.1K	0.01%	324
2021 Q3	$95K	Hold	920	–	–	0.01%	285
2021 Q2	$91K	Hold	920	–	–	0.01%	284
2021 Q1	$88K	Hold	920	–	–	0.01%	276
2020 Q4	$84K	Sell	920 -36	-4%	-$3.09K	0.01%	266
2020 Q3	$81K	Buy	956 +36	+4%	+$2.76K	0.01%	259
2020 Q2	$65K	Hold	920	–	–	0.01%	254
2020 Q1	$63K	Buy	920 +600	+188%	+$48.8K	0.01%	253
2019 Q4	$26K	Hold	320	–	–	﹤0.01%	388
2019 Q3	$24K	Hold	320	–	–	﹤0.01%	375
2019 Q2	$27K	Buy	+320	New	+$24.1K	﹤0.01%	319

Other funds holding COO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kings Point Capital Management's COO Position: Q1 2022 in Review

Kings Point Capital Management held its Cooper Companies (COO) position steady in Q1 2022 at 772 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #305.

Kings Point Capital Management first reported a position in COO in Q2 2019 and has held it in 12 quarters since. The position peaked at $95K in Q3 2021. 585 funds tracked by Wall St. Rank hold COO as of Q1 2022.

Kings Point Capital Management held 772 shares of Cooper Companies worth $81K as of Q1 2022.
Kings Point Capital Management left its Cooper Companies share count unchanged in Q1 2022.
Cooper Companies made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #305 holding.
Kings Point Capital Management first reported a position in Cooper Companies in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's Cooper Companies position peaked at $95K in Q3 2021.
585 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.