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Wealth Alliance’s Coty COTY Stock Holding History

Wealth Alliance’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
2022
Q3 		– Sell
-17,500
Closed -$140K – 460
2022
Q2 		$140K Hold
17,500
– – 0.03% 422
2022
Q1 		$157K Hold
17,500
– – 0.03% 429
2021
Q4 		$184K Hold
17,500
– – 0.04% 431
2021
Q3 		$138K Hold
17,500
– – 0.03% 414
2021
Q2 		$163K Hold
17,500
– – 0.04% 410
2021
Q1 		$158K Buy
+17,500
New +$134K 0.04% 377

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Wealth Alliance's COTY Position: Q3 2022 in Review

Wealth Alliance sold out of Coty (COTY) in Q3 2022, closing a stake of 17,500 shares — an estimated $140K sold.

Wealth Alliance first reported a position in COTY in Q1 2021 and held it in 6 quarters. The position peaked at $184K in Q4 2021. 298 funds tracked by Wall St. Rank hold COTY as of Q3 2022.

  • Wealth Alliance reported no remaining Coty position as of Q3 2022 after selling out during the quarter.
  • Wealth Alliance sold 17,500 Coty shares in Q3 2022, an estimated $140K.
  • Wealth Alliance first reported a position in Coty in Q1 2021 and held it in 6 quarters.
  • Wealth Alliance's Coty position peaked at $184K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Coty as of Q3 2022.

Based on Wealth Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.