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Marks Group Wealth Management’s Cooper Companies COO Stock Holding History

Marks Group Wealth 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
2021
Q2 		– Sell
-55,708
Closed -$5.36M – 273
2021
Q1 		$5.36M Sell
55,708
-2,592
-4% -$246K 0.79% 52
2020
Q4 		$5.29M Sell
58,300
-1,204
-2% -$103K 0.83% 40
2020
Q3 		$5.01M Buy
59,504
+4,216
+8% +$323K 0.91% 22
2020
Q2 		$3.94M Buy
+55,288
New +$4.1M 0.8% 57

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marks Group Wealth Management's COO Position: Q2 2021 in Review

Marks Group Wealth Management sold out of Cooper Companies (COO) in Q2 2021, closing a stake of 55,708 shares — an estimated $5.36M sold.

Marks Group Wealth Management first reported a position in COO in Q2 2020 and held it in 4 quarters. The position peaked at $5.36M in Q1 2021. 554 funds tracked by Wall St. Rank hold COO as of Q2 2021.

  • Marks Group Wealth Management reported no remaining Cooper Companies position as of Q2 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 55,708 Cooper Companies shares in Q2 2021, an estimated $5.36M.
  • Marks Group Wealth Management first reported a position in Cooper Companies in Q2 2020 and held it in 4 quarters.
  • Marks Group Wealth Management's Cooper Companies position peaked at $5.36M in Q1 2021.
  • 554 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2021.

Based on Marks Group Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.