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Wealthspire Advisors (Maryland)’s Cooper Companies COO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-13,988
Closed -$992K – 501
2020
Q2 		$992K Buy
13,988
+664
+5% +$49.2K 0.07% 161
2020
Q1 		$918K Buy
13,324
+680
+5% +$55.4K 0.08% 145
2019
Q4 		$1.02M Sell
12,644
-228
-2% -$17.2K 0.07% 167
2019
Q3 		$956K Buy
12,872
+1,084
+9% +$87.4K 0.07% 155
2019
Q2 		$993K Sell
11,788
-2,480
-17% -$186K 0.07% 140
2019
Q1 		$1.06M Sell
14,268
-2,628
-16% -$183K 0.08% 131
2018
Q4 		$1.07M Sell
16,896
-172
-1% -$11.1K 0.1% 112
2018
Q3 		$1.18M Buy
17,068
+2,580
+18% +$166K 0.1% 121
2018
Q2 		$853K Buy
14,488
+928
+7% +$53K 0.08% 145
2018
Q1 		$776K Buy
13,560
+1,992
+17% +$116K 0.07% 166
2017
Q4 		$630K Sell
11,568
-424
-4% -$24.8K 0.06% 217
2017
Q3 		$711K Sell
11,992
-536
-4% -$32.8K 0.08% 172
2017
Q2 		$750K Buy
12,528
+680
+6% +$36.9K 0.09% 153
2017
Q1 		$592K Buy
11,848
+9,808
+481% +$466K 0.08% 155
2016
Q4 		$89K Buy
2,040
+140
+7% +$6.12K 0.01% 615
2016
Q3 		$85K Hold
1,900
– – 0.01% 622
2016
Q2 		$81K Sell
1,900
-84
-4% -$3.36K 0.01% 585
2016
Q1 		$76K Sell
1,984
-204
-9% -$7.04K 0.01% 595
2015
Q4 		$73K Buy
+2,188
New +$78.3K 0.01% 608

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Cooper Companies (COO) in Q3 2020, closing a stake of 13,988 shares — an estimated $992K sold.

Wealthspire Advisors (Maryland) first reported a position in COO in Q4 2015 and held it in 19 quarters. The position peaked at $1.18M in Q3 2018. 503 funds tracked by Wall St. Rank hold COO as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Cooper Companies position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,988 Cooper Companies shares in Q3 2020, an estimated $992K.
  • Wealthspire Advisors (Maryland) first reported a position in Cooper Companies in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Cooper Companies position peaked at $1.18M in Q3 2018.
  • 503 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.