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Laurel Wealth Advisors (California)’s Cooper Companies COO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$853K Sell
10,324
-1,072
-9% -$79.1K 0.08% 251
2022
Q3 		$752K Buy
11,396
+3,812
+50% +$292K 0.08% 265
2022
Q2 		$594K Hold
7,584
– – 0.06% 319
2022
Q1 		$792K Buy
7,584
+1,188
+19% +$120K 0.07% 295
2021
Q4 		$670K Buy
+6,396
New +$651K 0.05% 358

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Laurel Wealth Advisors (California)'s COO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Cooper Companies (COO) stake by 9.4% in Q4 2022, selling an estimated $79.1K and leaving 10,324 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #251.

Laurel Wealth Advisors (California) first reported a position in COO in Q4 2021 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold COO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,324 shares of Cooper Companies worth $853K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,072 Cooper Companies shares in Q4 2022, an estimated $79.1K.
  • Cooper Companies made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #251 holding.
  • Laurel Wealth Advisors (California) first reported a position in Cooper Companies in Q4 2021 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.