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SYSTM Wealth Solutions’s Cooper Companies COO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-636
Closed -$64.5K – 731
2024
Q1 		$64.5K Sell
636
-12
-2% -$1.16K 0.01% 543
2023
Q4 		$61.3K Buy
+648
New +$54.4K 0.01% 543

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's COO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Cooper Companies (COO) in Q2 2024, closing a stake of 636 shares — an estimated $64.5K sold.

SYSTM Wealth Solutions first reported a position in COO in Q4 2023 and held it in 2 quarters. The position peaked at $64.5K in Q1 2024. 623 funds tracked by Wall St. Rank hold COO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Cooper Companies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 636 Cooper Companies shares in Q2 2024, an estimated $64.5K.
  • SYSTM Wealth Solutions first reported a position in Cooper Companies in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Cooper Companies position peaked at $64.5K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.