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LWM Advisory Services’s Cooper Companies COO Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-2,556
Closed -$203K – 96
2023
Q3 		$203K Hold
2,556
– – 0.22% 72
2023
Q2 		$245K Buy
+2,556
New +$240K 0.26% 66

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

LWM Advisory Services's COO Position: Q4 2023 in Review

LWM Advisory Services sold out of Cooper Companies (COO) in Q4 2023, closing a stake of 2,556 shares — an estimated $203K sold.

LWM Advisory Services first reported a position in COO in Q2 2023 and held it in 2 quarters. The position peaked at $245K in Q2 2023. 582 funds tracked by Wall St. Rank hold COO as of Q4 2023.

  • LWM Advisory Services reported no remaining Cooper Companies position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 2,556 Cooper Companies shares in Q4 2023, an estimated $203K.
  • LWM Advisory Services first reported a position in Cooper Companies in Q2 2023 and held it in 2 quarters.
  • LWM Advisory Services's Cooper Companies position peaked at $245K in Q2 2023.
  • 582 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.