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Sutton Wealth Advisors’s Cooper Companies COO Stock Holding History

Sutton 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
2023
Q3 		$11.8K Buy
148
+48
+48% +$4.42K 0.01% 443
2023
Q2 		$9.59K Hold
100
– – ﹤0.01% 470
2023
Q1 		$9.33K Hold
100
– – 0.01% 435
2022
Q4 		$8.27K Buy
+100
New +$7.38K ﹤0.01% 1004
2022
Q3 		– Sell
-12
Closed -$919 – 1653
2022
Q2 		$939 Buy
12
+4
+50% +$354 ﹤0.01% 1298
2022
Q1 		$835 Hold
8
– – ﹤0.01% 1387
2021
Q4 		$838 Buy
+8
New +$815 ﹤0.01% 1373

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's COO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Cooper Companies (COO) stake by 48% in Q3 2023, buying an estimated $4.42K and bringing the position to 148 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #443.

Sutton Wealth Advisors first reported a position in COO in Q4 2021 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold COO as of Q3 2023.

  • Sutton Wealth Advisors held 148 shares of Cooper Companies worth $11.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 48 Cooper Companies shares in Q3 2023, an estimated $4.42K.
  • Cooper Companies made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #443 holding.
  • Sutton Wealth Advisors first reported a position in Cooper Companies in Q4 2021 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.