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Regal Investment Advisors’s Cooper Companies COO Stock Holding History

Regal Investment 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
2023
Q3 		– Sell
-2,220
Closed -$213K – 502
2023
Q2 		$213K Buy
2,220
+60
+3% +$5.63K 0.02% 469
2023
Q1 		$202K Buy
+2,160
New +$186K 0.02% 481

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's COO Position: Q3 2023 in Review

Regal Investment Advisors sold out of Cooper Companies (COO) in Q3 2023, closing a stake of 2,220 shares — an estimated $213K sold.

Regal Investment Advisors first reported a position in COO in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 579 funds tracked by Wall St. Rank hold COO as of Q3 2023.

  • Regal Investment Advisors reported no remaining Cooper Companies position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 2,220 Cooper Companies shares in Q3 2023, an estimated $213K.
  • Regal Investment Advisors first reported a position in Cooper Companies in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Cooper Companies position peaked at $213K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.