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TriaGen Wealth Management’s Coty COTY Stock Holding History

TriaGen Wealth Management’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,798
Closed -$283K – 164
2023
Q3 		$283K Buy
25,798
+102
+0.4% +$1.2K 0.14% 121
2023
Q2 		$316K Buy
25,696
+4,827
+23% +$57K 0.14% 131
2023
Q1 		$252K Buy
+20,869
New +$221K 0.13% 139

Other funds holding COTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TriaGen Wealth Management's COTY Position: Q4 2023 in Review

TriaGen Wealth Management sold out of Coty (COTY) in Q4 2023, closing a stake of 25,798 shares — an estimated $283K sold.

TriaGen Wealth Management first reported a position in COTY in Q1 2023 and held it in 3 quarters. The position peaked at $316K in Q2 2023. 320 funds tracked by Wall St. Rank hold COTY as of Q4 2023.

  • TriaGen Wealth Management reported no remaining Coty position as of Q4 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 25,798 Coty shares in Q4 2023, an estimated $283K.
  • TriaGen Wealth Management first reported a position in Coty in Q1 2023 and held it in 3 quarters.
  • TriaGen Wealth Management's Coty position peaked at $316K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held Coty as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.