Polaris Wealth Advisory Group’s Cooper Companies COO Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$1.85M	Buy	+23,328	New	+$2.15M	0.14%	102
2023 Q2	–	Sell	-23,328	Closed	-$2.18M	–	153
2023 Q1	$2.18M	Hold	23,328	–	–	0.16%	94
2022 Q4	$2.04M	Hold	23,328	–	–	0.15%	92
2022 Q3	$1.5M	Hold	23,328	–	–	0.13%	90
2022 Q2	$1.83M	Hold	23,328	–	–	0.15%	75
2022 Q1	$2.43M	Hold	23,328	–	–	0.16%	77
2021 Q4	$2.44M	Hold	23,328	–	–	0.14%	87
2021 Q3	$2.42M	Hold	23,328	–	–	0.14%	82
2021 Q2	$2.35M	Hold	23,328	–	–	0.14%	84
2021 Q1	$2.25M	Hold	23,328	–	–	0.14%	85
2020 Q4	$2.12M	Hold	23,328	–	–	0.16%	94
2020 Q3	$2M	Hold	23,328	–	–	0.19%	87
2020 Q2	$1.68M	Hold	23,328	–	–	0.13%	82
2020 Q1	$1.61M	Hold	23,328	–	–	0.17%	64
2019 Q4	$2.04M	Hold	23,328	–	–	0.14%	89
2019 Q3	$1.69M	Hold	23,328	–	–	0.14%	88
2019 Q2	$1.98M	Hold	23,328	–	–	0.15%	86
2019 Q1	$1.73M	Hold	23,328	–	–	0.13%	84
2018 Q4	$1.48M	Hold	23,328	–	–	0.14%	75
2018 Q3	$1.62M	Buy	+23,328	New	+$1.5M	0.11%	88
2018 Q2	–	Sell	-23,328	Closed	-$1.33M	–	283
2018 Q1	$1.33M	Hold	23,328	–	–	0.11%	83
2017 Q4	$1.27M	Hold	23,328	–	–	0.1%	80
2017 Q3	$1.38M	Hold	23,328	–	–	0.12%	81
2017 Q2	$1.4M	Hold	23,328	–	–	0.16%	65
2017 Q1	$1.17M	Hold	23,328	–	–	0.13%	72
2016 Q4	$1.02M	Hold	23,328	–	–	0.12%	70
2016 Q3	$1.04M	Hold	23,328	–	–	0.12%	65
2016 Q2	$1M	Hold	23,328	–	–	0.16%	51
2016 Q1	$898K	Hold	23,328	–	–	0.14%	53
2015 Q4	$783K	Buy	+23,328	New	+$835K	0.13%	65
2013 Q4	–	Sell	-33,920	Closed	-$1.1M	–	187
2013 Q3	$1.1M	Buy	33,920 +11,920	+54%	+$385K	0.34%	43
2013 Q2	$655K	Buy	+22,000	New	+$618K	0.26%	43

Other funds holding COO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's COO Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Cooper Companies (COO) in Q3 2023: 23,328 shares worth $1.85M. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in COO as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in COO in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.44M in Q4 2021. 580 funds tracked by Wall St. Rank hold COO as of Q3 2023.

Polaris Wealth Advisory Group held 23,328 shares of Cooper Companies worth $1.85M as of Q3 2023.
Cooper Companies was a new Polaris Wealth Advisory Group position in Q3 2023.
Cooper Companies made up 0.14% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #102 holding.
Polaris Wealth Advisory Group first reported a position in Cooper Companies in Q2 2013 and has held it in 32 quarters since.
Polaris Wealth Advisory Group's Cooper Companies position peaked at $2.44M in Q4 2021.
580 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.