SW
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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 – 592
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return