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Valeo Financial Advisors’s Cooper Companies COO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-432
Closed -$41K – 773
2021
Q1 		$41K Hold
432
– – ﹤0.01% 946
2020
Q4 		$39K Buy
432
+340
+370% +$29.2K ﹤0.01% 859
2020
Q3 		$8K Sell
92
-44
-32% -$3.38K ﹤0.01% 1127
2020
Q2 		$10K Buy
136
+32
+31% +$2.37K ﹤0.01% 1275
2020
Q1 		$8K Buy
104
+12
+13% +$977 ﹤0.01% 1160
2019
Q4 		$7K Hold
92
– – ﹤0.01% 1190
2019
Q3 		$7K Sell
92
-264
-74% -$21.3K ﹤0.01% 1110
2019
Q2 		$30K Sell
356
-80
-18% -$6.01K ﹤0.01% 735
2019
Q1 		$32K Hold
436
– – ﹤0.01% 658
2018
Q4 		$28K Sell
436
-136
-24% -$8.8K ﹤0.01% 619
2018
Q3 		$36K Buy
572
+356
+165% +$22.9K ﹤0.01% 615
2018
Q2 		$14K Sell
216
-160
-43% -$9.14K ﹤0.01% 859
2018
Q1 		$22K Buy
376
+240
+176% +$14K ﹤0.01% 684
2017
Q4 		$7K Buy
+136
New +$7.95K ﹤0.01% 899

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Valeo Financial Advisors's COO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cooper Companies (COO) in Q2 2021, closing a stake of 432 shares — an estimated $41K sold.

Valeo Financial Advisors first reported a position in COO in Q4 2017 and held it in 14 quarters. The position peaked at $41K in Q1 2021. 554 funds tracked by Wall St. Rank hold COO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cooper Companies position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 432 Cooper Companies shares in Q2 2021, an estimated $41K.
  • Valeo Financial Advisors first reported a position in Cooper Companies in Q4 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Cooper Companies position peaked at $41K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.