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SteelPeak Wealth’s Cooper Companies COO Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Sell
-4,659
Closed -$428K – 591
2024
Q4 		$428K Buy
+4,659
New +$475K 0.02% 358
2024
Q3 		– Sell
-2,718
Closed -$237K – 534
2024
Q2 		$237K Buy
2,718
+378
+16% +$35.3K 0.01% 435
2024
Q1 		$237K Buy
+2,340
New +$226K 0.01% 401
2021
Q4 		– Sell
-3,500
Closed -$362K – 433
2021
Q3 		$362K Buy
+3,500
New +$373K 0.02% 294

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's COO Position: Q1 2025 in Review

SteelPeak Wealth sold out of Cooper Companies (COO) in Q1 2025, closing a stake of 4,659 shares — an estimated $428K sold.

SteelPeak Wealth first reported a position in COO in Q3 2021 and held it in 4 quarters. The position peaked at $428K in Q4 2024. 641 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • SteelPeak Wealth reported no remaining Cooper Companies position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 4,659 Cooper Companies shares in Q1 2025, an estimated $428K.
  • SteelPeak Wealth first reported a position in Cooper Companies in Q3 2021 and held it in 4 quarters.
  • SteelPeak Wealth's Cooper Companies position peaked at $428K in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.