SWA
COO icon

SOA Wealth Advisors’s Cooper Companies COO Stock Holding History

SOA 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
2022
Q2 		– Sell
-16
Closed -$1K – 842
2022
Q1 		$1K Hold
16
– – ﹤0.01% 842
2021
Q4 		$1K Hold
16
– – ﹤0.01% 813
2021
Q3 		$1K Sell
16
-4
-20% -$427 ﹤0.01% 829
2021
Q2 		$1K Buy
20
+8
+67% +$784 ﹤0.01% 811
2021
Q1 		$1K Hold
12
– – ﹤0.01% 756
2020
Q4 		$1K Buy
+12
New +$1.03K ﹤0.01% 731

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's COO Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Cooper Companies (COO) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in COO in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 566 funds tracked by Wall St. Rank hold COO as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Cooper Companies position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 16 Cooper Companies shares in Q2 2022, an estimated $1K.
  • SOA Wealth Advisors first reported a position in Cooper Companies in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Cooper Companies position peaked at $1K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.