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MPS Loria Financial Planners’s Cooper Companies COO Stock Holding History

MPS Loria Financial Planners’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
-16
Closed -$1K – 200
2021
Q1 		$1K Hold
16
– – ﹤0.01% 482
2020
Q4 		$1K Buy
+16
New +$1.37K ﹤0.01% 520

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

MPS Loria Financial Planners's COO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Cooper Companies (COO) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in COO in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 554 funds tracked by Wall St. Rank hold COO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Cooper Companies position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 Cooper Companies shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Cooper Companies in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Cooper Companies position peaked at $1K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.