Raymond James Financial Services Advisors’s Vita Coco COCO Stock Holding History

Raymond James Financial Services Advisors’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	$317K	Buy	11,202 +686	+7%	+$18.2K	﹤0.01%	2921
2024 Q2	$293K	Sell	10,516 -1,984	-16%	-$52.6K	﹤0.01%	2888
2024 Q1	$305K	Buy	12,500 +895	+8%	+$20.8K	﹤0.01%	2837
2023 Q4	$298K	Sell	11,605 -1,346	-10%	-$36.5K	﹤0.01%	2745
2023 Q3	$337K	Buy	+12,951	New	+$346K	﹤0.01%	2571
2022 Q4	–	Sell	-15,339	Closed	-$175K	–	3290
2022 Q3	$175K	Sell	15,339 -9,205	-38%	-$120K	﹤0.01%	2894
2022 Q2	$240K	Sell	24,544 -8,731	-26%	-$92.5K	﹤0.01%	2756
2022 Q1	$298K	Buy	33,275 +14,549	+78%	+$152K	﹤0.01%	2715
2021 Q4	$209K	Buy	+18,726	New	+$238K	﹤0.01%	2951

Other funds holding COCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's COCO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Vita Coco (COCO) stake by 6.5% in Q3 2024, buying an estimated $18.2K and bringing the position to 11,202 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Raymond James Financial Services Advisors first reported a position in COCO in Q4 2021 and has held it in 9 quarters since. The position peaked at $337K in Q3 2023. 183 funds tracked by Wall St. Rank hold COCO as of Q3 2024.

Raymond James Financial Services Advisors held 11,202 shares of Vita Coco worth $317K as of Q3 2024.
Raymond James Financial Services Advisors bought 686 Vita Coco shares in Q3 2024, an estimated $18.2K.
Vita Coco made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2921 holding.
Raymond James Financial Services Advisors first reported a position in Vita Coco in Q4 2021 and has held it in 9 quarters since.
Raymond James Financial Services Advisors's Vita Coco position peaked at $337K in Q3 2023.
183 funds tracked by Wall St. Rank held Vita Coco as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.