Sutton Wealth Advisors’s Mr. Cooper COOP Stock Holding History

Sutton Wealth Advisors’s Portfolio COOP Stock Details COOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$964	Buy	+18	New	+$989	﹤0.01%	793
2023 Q1	–	Sell	-1,006	Closed	-$40.4K	–	974
2022 Q4	$40.4K	Buy	1,006 +320	+47%	+$13.5K	0.02%	451
2022 Q3	$27.8K	Buy	686 +12	+2%	+$508	0.01%	547
2022 Q2	$24.8K	Buy	674 +4	+0.6%	+$169	0.01%	594
2022 Q1	$30.6K	Hold	670	–	–	0.01%	570
2021 Q4	$27.9K	Hold	670	–	–	0.01%	613
2021 Q3	$27.6K	Hold	670	–	–	0.01%	598
2021 Q2	$22.1K	Hold	670	–	–	0.01%	675
2021 Q1	$23.3K	Buy	670 +138	+26%	+$4.36K	0.01%	625
2020 Q4	$16.5K	Hold	532	–	–	0.01%	663
2020 Q3	$11.9K	Buy	+532	New	+$9.17K	0.01%	688

Other funds holding COOP

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

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Sutton Wealth Advisors opened a new position in Mr. Cooper (COOP) in Q3 2023: 18 shares worth $964. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in COOP as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in COOP in Q3 2020 and has held it in 11 quarters since. The position peaked at $40.4K in Q4 2022. 287 funds tracked by Wall St. Rank hold COOP as of Q3 2023.

Sutton Wealth Advisors held 18 shares of Mr. Cooper worth $964 as of Q3 2023.
Mr. Cooper was a new Sutton Wealth Advisors position in Q3 2023.
Mr. Cooper made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #793 holding.
Sutton Wealth Advisors first reported a position in Mr. Cooper in Q3 2020 and has held it in 11 quarters since.
Sutton Wealth Advisors's Mr. Cooper position peaked at $40.4K in Q4 2022.
287 funds tracked by Wall St. Rank held Mr. Cooper as of Q3 2023.

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