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Wealthspire Advisors (Maryland)’s Coty COTY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,334
Closed -$50K – 778
2019
Q1 		$50K Buy
4,334
+1,018
+31% +$9.63K ﹤0.01% 893
2018
Q4 		$22K Buy
3,316
+1,569
+90% +$14.5K ﹤0.01% 1164
2018
Q3 		$22K Buy
1,747
+97
+6% +$1.25K ﹤0.01% 1268
2018
Q2 		$23K Sell
1,650
-259
-14% -$3.99K ﹤0.01% 1257
2018
Q1 		$35K Buy
1,909
+116
+6% +$2.28K ﹤0.01% 1113
2017
Q4 		$36K Buy
1,793
+704
+65% +$12K ﹤0.01% 1132
2017
Q3 		$18K Sell
1,089
-53
-5% -$959 ﹤0.01% 1328
2017
Q2 		$21K Buy
1,142
+58
+5% +$1.07K ﹤0.01% 1250
2017
Q1 		$20K Sell
1,084
-85
-7% -$1.61K ﹤0.01% 1078
2016
Q4 		$21K Buy
1,169
+1,140
+3,931% +$23.6K ﹤0.01% 1005
2016
Q3 		$1K Hold
29
– – ﹤0.01% 1630
2016
Q2 		$1K Hold
29
– – ﹤0.01% 1595
2016
Q1 		$1K Hold
29
– – ﹤0.01% 1634
2015
Q4 		$1K Buy
+29
New +$806 ﹤0.01% 1607

Other funds holding COTY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COTY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coty (COTY) in Q2 2019, closing a stake of 4,334 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in COTY in Q4 2015 and held it in 14 quarters. The position peaked at $50K in Q1 2019. 332 funds tracked by Wall St. Rank hold COTY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,334 Coty shares in Q2 2019, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in Coty in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Coty position peaked at $50K in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Coty as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.