TCI Wealth Advisors’s Cooper Companies COO Stock Holding History

TCI 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 Q2	–	Sell	-44	Closed	-$4.11K	–	635
2023 Q1	$4.11K	Sell	44 -60	-58%	-$5.16K	﹤0.01%	1664
2022 Q4	$8.6K	Buy	104 +52	+100%	+$3.84K	﹤0.01%	1170
2022 Q3	$3K	Buy	52 +20	+63%	+$1.53K	﹤0.01%	1743
2022 Q2	$3K	Buy	32 +20	+167%	+$1.77K	﹤0.01%	1767
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	2078
2021 Q4	$1K	Sell	12 -12	-50%	-$1.22K	﹤0.01%	2171
2021 Q3	$2K	Buy	24 +12	+100%	+$1.28K	﹤0.01%	2101
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	2186
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	2040
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1353
2020 Q3	$1K	Buy	+12	New	+$921	﹤0.01%	1295

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

TCI Wealth Advisors's COO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Cooper Companies (COO) in Q2 2023, closing a stake of 44 shares — an estimated $4.11K sold.

TCI Wealth Advisors first reported a position in COO in Q3 2020 and held it in 11 quarters. The position peaked at $8.6K in Q4 2022. 574 funds tracked by Wall St. Rank hold COO as of Q2 2023.

TCI Wealth Advisors reported no remaining Cooper Companies position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 44 Cooper Companies shares in Q2 2023, an estimated $4.11K.
TCI Wealth Advisors first reported a position in Cooper Companies in Q3 2020 and held it in 11 quarters.
TCI Wealth Advisors's Cooper Companies position peaked at $8.6K in Q4 2022.
574 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.