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Regent Peak Wealth Advisors’s Cooper Companies COO Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-76
Closed -$7K – 318
2020
Q4 		$7K Buy
+76
New +$6.52K ﹤0.01% 604

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's COO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cooper Companies (COO) in Q1 2021, closing a stake of 76 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in COO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 560 funds tracked by Wall St. Rank hold COO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cooper Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 76 Cooper Companies shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Cooper Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cooper Companies position peaked at $7K in Q4 2020.
  • 560 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.