LWPC
COST icon

Legacy Wealth Partners (California)’s Costco COST Stock Holding History

Legacy Wealth Partners (California)’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,461
Closed -$417K – 100
2020
Q1 		$417K Buy
+1,461
New +$443K 0.39% 54

Other funds holding COST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Partners (California)'s COST Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Costco (COST) in Q2 2020, closing a stake of 1,461 shares — an estimated $417K sold.

Legacy Wealth Partners (California) first reported a position in COST in Q1 2020 and held it in 1 quarter. The position peaked at $417K in Q1 2020. 2,082 funds tracked by Wall St. Rank hold COST as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Costco position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 1,461 Costco shares in Q2 2020, an estimated $417K.
  • Legacy Wealth Partners (California) first reported a position in Costco in Q1 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Costco position peaked at $417K in Q1 2020.
  • 2,082 funds tracked by Wall St. Rank held Costco as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.