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Unique Wealth Strategies’s Cooper Companies COO Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-20
Closed -$2.03K – 307
2024
Q2 		$2.03K Buy
+20
New +$1.87K ﹤0.01% 486

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Unique Wealth Strategies's COO Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Cooper Companies (COO) in Q3 2024, closing a stake of 20 shares — an estimated $2.03K sold.

Unique Wealth Strategies first reported a position in COO in Q2 2024 and held it in 1 quarter. The position peaked at $2.03K in Q2 2024. 657 funds tracked by Wall St. Rank hold COO as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Cooper Companies position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 20 Cooper Companies shares in Q3 2024, an estimated $2.03K.
  • Unique Wealth Strategies first reported a position in Cooper Companies in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Cooper Companies position peaked at $2.03K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.