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Coppell Advisory Solutions Corp’s Agree Realty ADC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$70.9K – 213
2022
Q4 		$70.9K Buy
+1,000
New +$68.7K 0.02% 261

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State Street
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CIM
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions Corp's ADC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Agree Realty (ADC) in Q1 2023, closing a stake of 1,000 shares — an estimated $70.9K sold.

Coppell Advisory Solutions Corp first reported a position in ADC in Q4 2022 and held it in 1 quarter. The position peaked at $70.9K in Q4 2022. 360 funds tracked by Wall St. Rank hold ADC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Agree Realty position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,000 Agree Realty shares in Q1 2023, an estimated $70.9K.
  • Coppell Advisory Solutions Corp first reported a position in Agree Realty in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Agree Realty position peaked at $70.9K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Agree Realty as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.