Significant Wealth Partners’s Costco COST Stock Holding History

Significant Wealth Partners’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-367	Closed	-$325K	–	92
2024 Q3	$325K	Buy	367 +24	+7%	+$20.8K	0.17%	49
2024 Q2	$292K	Buy	+343	New	+$268K	0.16%	47

Other funds holding COST

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Significant Wealth Partners's COST Position: Q4 2024 in Review

Significant Wealth Partners sold out of Costco (COST) in Q4 2024, closing a stake of 367 shares — an estimated $325K sold.

Significant Wealth Partners first reported a position in COST in Q2 2024 and held it in 2 quarters. The position peaked at $325K in Q3 2024. 3,936 funds tracked by Wall St. Rank hold COST as of Q4 2024.

Significant Wealth Partners reported no remaining Costco position as of Q4 2024 after selling out during the quarter.
Significant Wealth Partners sold 367 Costco shares in Q4 2024, an estimated $325K.
Significant Wealth Partners first reported a position in Costco in Q2 2024 and held it in 2 quarters.
Significant Wealth Partners's Costco position peaked at $325K in Q3 2024.
3,936 funds tracked by Wall St. Rank held Costco as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.