WLG
COOP

Williamson Legacy Group’s Mr. Cooper COOP Stock Holding History

Williamson Legacy Group’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
2025
Q1 		– Sell
-10,835
Closed -$1.04M – 108
2024
Q4 		$1.04M Buy
10,835
+118
+1% +$11.2K 0.69% 39
2024
Q3 		$988K Buy
10,717
+462
+5% +$40.9K 0.66% 38
2024
Q2 		$833K Buy
10,255
+1,140
+13% +$91.7K 0.62% 50
2024
Q1 		$711K Buy
9,115
+479
+6% +$33.4K 0.55% 59
2023
Q4 		$562K Buy
+8,636
New +$510K 0.52% 64

Other funds holding COOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williamson Legacy Group's COOP Position: Q1 2025 in Review

Williamson Legacy Group sold out of Mr. Cooper (COOP) in Q1 2025, closing a stake of 10,835 shares — an estimated $1.04M sold.

Williamson Legacy Group first reported a position in COOP in Q4 2023 and held it in 5 quarters. The position peaked at $1.04M in Q4 2024. 390 funds tracked by Wall St. Rank hold COOP as of Q1 2025.

  • Williamson Legacy Group reported no remaining Mr. Cooper position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 10,835 Mr. Cooper shares in Q1 2025, an estimated $1.04M.
  • Williamson Legacy Group first reported a position in Mr. Cooper in Q4 2023 and held it in 5 quarters.
  • Williamson Legacy Group's Mr. Cooper position peaked at $1.04M in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Mr. Cooper as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.