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WealthPLAN Partners’s Cooper Companies COO Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-100
Closed -$9.33K – 1284
2023
Q1 		$9.33K Buy
+100
New +$8.6K ﹤0.01% 878
2016
Q3 		$8.84K Sell
200
-1,000
-83% -$45.5K ﹤0.01% 620
2016
Q2 		$25.8K Buy
+1,200
New +$48K ﹤0.01% 1261

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's COO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Cooper Companies (COO) in Q2 2023, closing a stake of 100 shares — an estimated $9.33K sold.

WealthPLAN Partners first reported a position in COO in Q2 2016 and held it in 3 quarters. The position peaked at $25.8K in Q2 2016. 575 funds tracked by Wall St. Rank hold COO as of Q2 2023.

  • WealthPLAN Partners reported no remaining Cooper Companies position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 Cooper Companies shares in Q2 2023, an estimated $9.33K.
  • WealthPLAN Partners first reported a position in Cooper Companies in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Cooper Companies position peaked at $25.8K in Q2 2016.
  • 575 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.