WA
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Wealth Alliance’s Cooper Companies COO Stock Holding History

Wealth Alliance’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
2026
Q1 		$322K Buy
4,508
+79
+2% +$6.25K 0.03% 409
2025
Q4 		$363K Buy
4,429
+620
+16% +$46.4K 0.04% 384
2025
Q3 		$261K Sell
3,809
-421
-10% -$29.8K 0.03% 462
2025
Q2 		$301K Buy
4,230
+171
+4% +$13.1K 0.03% 406
2025
Q1 		$342K Buy
4,059
+210
+5% +$18.8K 0.04% 363
2024
Q4 		$354K Sell
3,849
-205
-5% -$20.9K 0.04% 331
2024
Q3 		$447K Buy
4,054
+110
+3% +$10.7K 0.05% 287
2024
Q2 		$344K Sell
3,944
-207
-5% -$19.3K 0.04% 350
2024
Q1 		$421K Buy
4,151
+315
+8% +$30.5K 0.06% 309
2023
Q4 		$363K Buy
3,836
+92
+2% +$7.72K 0.05% 326
2023
Q3 		$298K Sell
3,744
-64
-2% -$5.9K 0.05% 350
2023
Q2 		$365K Buy
3,808
+160
+4% +$15K 0.05% 324
2023
Q1 		$341K Sell
3,648
-4
-0.1% -$344 0.06% 324
2022
Q4 		$302K Buy
+3,652
New +$269K 0.05% 349
2022
Q2 		– Sell
-2,804
Closed -$293K – 454
2022
Q1 		$293K Buy
2,804
+484
+21% +$48.7K 0.06% 331
2021
Q4 		$243K Sell
2,320
-40
-2% -$4.07K 0.05% 373
2021
Q3 		$244K Buy
2,360
+4
+0.2% +$427 0.05% 363
2021
Q2 		$233K Buy
2,356
+20
+0.9% +$1.96K 0.05% 380
2021
Q1 		$224K Buy
2,336
+56
+2% +$5.31K 0.06% 356
2020
Q4 		$207K Buy
+2,280
New +$196K 0.06% 360

Other funds holding COO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return