Wealth Enhancement Advisory Services
COO icon

Wealth Enhancement Advisory Services’s Cooper Companies COO Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.34M Buy
53,881
+22,426
+71% +$1.77M 0.01% 1110
2025
Q4 		$2.65M Buy
31,455
+21,383
+212% +$1.6M ﹤0.01% 1360
2025
Q3 		$695K Buy
10,072
+1,796
+22% +$127K ﹤0.01% 2110
2025
Q2 		$607K Sell
8,276
-348
-4% -$26.6K ﹤0.01% 2084
2025
Q1 		$727K Sell
8,624
-746
-8% -$66.8K ﹤0.01% 1796
2024
Q4 		$861K Buy
9,370
+309
+3% +$31.5K ﹤0.01% 1626
2024
Q3 		$1,000K Buy
9,061
+2,264
+33% +$220K ﹤0.01% 1398
2024
Q2 		$593K Buy
6,797
+184
+3% +$17.2K ﹤0.01% 1547
2024
Q1 		$671K Buy
6,613
+305
+5% +$29.5K ﹤0.01% 1423
2023
Q4 		$597K Hold
6,308
– – ﹤0.01% 1410
2023
Q3 		$502K Buy
+6,308
New +$581K ﹤0.01% 1421

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VCM
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State Street
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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