WWM
COOP

Whalen Wealth Management’s Mr. Cooper COOP Stock Holding History

Whalen Wealth Management’s Portfolio COOP Stock Details COOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,186
Closed -$478K – 149
2024
Q3 		$478K Buy
+5,186
New +$460K 0.34% 72

Other funds holding COOP

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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whalen Wealth Management's COOP Position: Q4 2024 in Review

Whalen Wealth Management sold out of Mr. Cooper (COOP) in Q4 2024, closing a stake of 5,186 shares — an estimated $478K sold.

Whalen Wealth Management first reported a position in COOP in Q3 2024 and held it in 1 quarter. The position peaked at $478K in Q3 2024. 357 funds tracked by Wall St. Rank hold COOP as of Q4 2024.

  • Whalen Wealth Management reported no remaining Mr. Cooper position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 5,186 Mr. Cooper shares in Q4 2024, an estimated $478K.
  • Whalen Wealth Management first reported a position in Mr. Cooper in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Mr. Cooper position peaked at $478K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Mr. Cooper as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.