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Sage Private Wealth Group’s Vita Coco COCO Stock Holding History

Sage Private Wealth Group’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
2022
Q4 		– Sell
-500
Closed -$6K – 69
2022
Q3 		$6K Buy
+500
New +$6.52K 0.01% 161

Other funds holding COCO

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sage Private Wealth Group's COCO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vita Coco (COCO) in Q4 2022, closing a stake of 500 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in COCO in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 81 funds tracked by Wall St. Rank hold COCO as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Vita Coco position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 500 Vita Coco shares in Q4 2022, an estimated $6K.
  • Sage Private Wealth Group first reported a position in Vita Coco in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's Vita Coco position peaked at $6K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held Vita Coco as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.