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Raymond James & Associates’s Vita Coco COCO Stock Holding History

Raymond James & Associates’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.99M Buy
+140,952
New +$3.75M ﹤0.01% 1807
2024
Q1 		– Sell
-31,026
Closed -$796K – 3940
2023
Q4 		$796K Buy
+31,026
New +$842K ﹤0.01% 2655
2022
Q4 		– Sell
-25,000
Closed -$285K – 3941
2022
Q3 		$285K Buy
+25,000
New +$326K ﹤0.01% 3211

Other funds holding COCO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's COCO Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Vita Coco (COCO) in Q3 2024: 140,952 shares worth $3.99M. The stake represents ﹤0.01% of the portfolio and ranks #1807 among its holdings. This is a return to the name: Raymond James & Associates previously reported a position in COCO as recently as Q4 2023.

Raymond James & Associates first reported a position in COCO in Q3 2022 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold COCO as of Q3 2024.

  • Raymond James & Associates held 140,952 shares of Vita Coco worth $3.99M as of Q3 2024.
  • Vita Coco was a new Raymond James & Associates position in Q3 2024.
  • Vita Coco made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1807 holding.
  • Raymond James & Associates first reported a position in Vita Coco in Q3 2022 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.