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Opal Wealth Advisors’s Cooper Companies COO Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-249
Closed -$21.7K – 395
2024
Q2 		$21.7K Buy
+249
New +$23.2K 0.01% 490
2021
Q4 		– Sell
-2,112
Closed -$218K – 129
2021
Q3 		$218K Buy
+2,112
New +$225K 0.21% 73

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Opal Wealth Advisors's COO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Cooper Companies (COO) in Q3 2024, closing a stake of 249 shares — an estimated $21.7K sold.

Opal Wealth Advisors first reported a position in COO in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q3 2021. 659 funds tracked by Wall St. Rank hold COO as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Cooper Companies position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 249 Cooper Companies shares in Q3 2024, an estimated $21.7K.
  • Opal Wealth Advisors first reported a position in Cooper Companies in Q3 2021 and held it in 2 quarters.
  • Opal Wealth Advisors's Cooper Companies position peaked at $218K in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.