PCWA
COOP

Pacific Capital Wealth Advisors’s Mr. Cooper COOP Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$672 – 145
2024
Q4 		$672 Hold
7
– – ﹤0.01% 365
2024
Q3 		$645 Hold
7
– – ﹤0.01% 448
2024
Q2 		$569 Hold
7
– – ﹤0.01% 468
2024
Q1 		$546 Hold
7
– – ﹤0.01% 490
2023
Q4 		$456 Buy
+7
New +$414 ﹤0.01% 313

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's COOP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Mr. Cooper (COOP) in Q1 2025, closing a stake of 7 shares — an estimated $672 sold.

Pacific Capital Wealth Advisors first reported a position in COOP in Q4 2023 and held it in 5 quarters. The position peaked at $672 in Q4 2024. 390 funds tracked by Wall St. Rank hold COOP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Mr. Cooper position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 Mr. Cooper shares in Q1 2025, an estimated $672.
  • Pacific Capital Wealth Advisors first reported a position in Mr. Cooper in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Mr. Cooper position peaked at $672 in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Mr. Cooper as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.