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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return