Summit Wealth Group’s Cooper Companies COO Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-67,204	Closed	–	–	113
2023 Q1	$0	Buy	+67,204	New	+$5.78M	﹤0.01%	174

Other funds holding COO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's COO Position: Q2 2023 in Review

Summit Wealth Group sold out of Cooper Companies (COO) in Q2 2023, closing a stake of 67,204 shares.

Summit Wealth Group first reported a position in COO in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 574 funds tracked by Wall St. Rank hold COO as of Q2 2023.

Summit Wealth Group reported no remaining Cooper Companies position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 67,204 Cooper Companies shares in Q2 2023.
Summit Wealth Group first reported a position in Cooper Companies in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Cooper Companies position peaked at $0 in Q1 2023.
574 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.