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YorkBridge Wealth Partners’s Cooper Companies COO Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$322K Buy
3,896
+304
+8% +$22.4K 0.08% 172
2022
Q3 		$237K Buy
3,592
+84
+2% +$6.43K 0.06% 242
2022
Q2 		$275K Buy
3,508
+24
+0.7% +$2.12K 0.07% 212
2022
Q1 		$364K Sell
3,484
-104
-3% -$10.5K 0.08% 192
2021
Q4 		$376K Buy
3,588
+180
+5% +$18.3K 0.08% 206
2021
Q3 		$352K Buy
3,408
+320
+10% +$34.1K 0.09% 197
2021
Q2 		$306K Buy
3,088
+44
+1% +$4.31K 0.08% 203
2021
Q1 		$292K Buy
+3,044
New +$289K 0.09% 203
2019
Q3 		– Sell
-2,008
Closed -$169K – 263
2019
Q2 		$169K Sell
2,008
-96
-5% -$7.22K 0.08% 195
2019
Q1 		$156K Sell
2,104
-64
-3% -$4.47K 0.07% 199
2018
Q4 		$138K Sell
2,168
-24
-1% -$1.55K 0.07% 198
2018
Q3 		$153K Sell
2,192
-20
-0.9% -$1.28K 0.07% 206
2018
Q2 		$130K Buy
2,212
+76
+4% +$4.34K 0.06% 245
2018
Q1 		$118K Buy
2,136
+136
+7% +$7.93K 0.05% 268
2017
Q4 		$115K Buy
2,000
+68
+4% +$3.98K 0.06% 260
2017
Q3 		$115K Sell
1,932
-192
-9% -$11.7K 0.06% 243
2017
Q2 		$126K Buy
2,124
+44
+2% +$2.39K 0.07% 226
2017
Q1 		$105K Buy
2,080
+324
+18% +$15.4K 0.05% 250
2016
Q4 		$75K Buy
+1,756
New +$76.7K 0.04% 288

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

YorkBridge Wealth Partners's COO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Cooper Companies (COO) stake by 8.5% in Q4 2022, buying an estimated $22.4K and bringing the position to 3,896 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #172.

YorkBridge Wealth Partners first reported a position in COO in Q4 2016 and has held it in 19 quarters since. The position peaked at $376K in Q4 2021. 559 funds tracked by Wall St. Rank hold COO as of Q4 2022.

  • YorkBridge Wealth Partners held 3,896 shares of Cooper Companies worth $322K as of Q4 2022.
  • YorkBridge Wealth Partners bought 304 Cooper Companies shares in Q4 2022, an estimated $22.4K.
  • Cooper Companies made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #172 holding.
  • YorkBridge Wealth Partners first reported a position in Cooper Companies in Q4 2016 and has held it in 19 quarters since.
  • YorkBridge Wealth Partners's Cooper Companies position peaked at $376K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.