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TrueWealth LLC’s Cooper Companies COO Stock Holding History

TrueWealth LLC’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
2020
Q2 		– Sell
-32
Closed -$2K – 722
2020
Q1 		$2K Hold
32
– – ﹤0.01% 640
2019
Q4 		$3K Hold
32
– – ﹤0.01% 632
2019
Q3 		$2K Hold
32
– – ﹤0.01% 631
2019
Q2 		$3K Hold
32
– – ﹤0.01% 612
2019
Q1 		$2K Hold
32
– – ﹤0.01% 661
2018
Q4 		$2K Hold
32
– – ﹤0.01% 650
2018
Q3 		$2K Hold
32
– – ﹤0.01% 719
2018
Q2 		$2K Hold
32
– – ﹤0.01% 726
2018
Q1 		$2K Hold
32
– – ﹤0.01% 691
2017
Q4 		$2K Buy
+32
New +$1.87K ﹤0.01% 794

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

TrueWealth LLC's COO Position: Q2 2020 in Review

TrueWealth LLC sold out of Cooper Companies (COO) in Q2 2020, closing a stake of 32 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in COO in Q4 2017 and held it in 10 quarters. The position peaked at $3K in Q4 2019. 497 funds tracked by Wall St. Rank hold COO as of Q2 2020.

  • TrueWealth LLC reported no remaining Cooper Companies position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 32 Cooper Companies shares in Q2 2020, an estimated $2K.
  • TrueWealth LLC first reported a position in Cooper Companies in Q4 2017 and held it in 10 quarters.
  • TrueWealth LLC's Cooper Companies position peaked at $3K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.