Tradition Wealth Management’s Cooper Companies COO Stock Holding History

Tradition Wealth Management’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
2022 Q4	–	Sell	-96	Closed	-$6K	–	1166
2022 Q3	$6K	Hold	96	–	–	﹤0.01%	1025
2022 Q2	$8K	Hold	96	–	–	﹤0.01%	860
2022 Q1	$10K	Hold	96	–	–	﹤0.01%	894
2021 Q4	$10K	Hold	96	–	–	﹤0.01%	916
2021 Q3	$10K	Hold	96	–	–	﹤0.01%	904
2021 Q2	$10K	Buy	+96	New	+$9.4K	﹤0.01%	941
2021 Q1	–	Sell	-96	Closed	-$9K	–	838
2020 Q4	$9K	Buy	+96	New	+$8.24K	﹤0.01%	757

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

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

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

VAM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tradition Wealth Management's COO Position: Q4 2022 in Review

Tradition Wealth Management sold out of Cooper Companies (COO) in Q4 2022, closing a stake of 96 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in COO in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 559 funds tracked by Wall St. Rank hold COO as of Q4 2022.

Tradition Wealth Management reported no remaining Cooper Companies position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 96 Cooper Companies shares in Q4 2022, an estimated $6K.
Tradition Wealth Management first reported a position in Cooper Companies in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Cooper Companies position peaked at $10K in Q1 2022.
559 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.