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Coppell Advisory Solutions Corp’s Advanced Energy AEIS Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,046
Closed -$89.7K – 217
2022
Q4 		$89.7K Buy
+1,046
New +$87.8K 0.03% 228

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Advanced Energy (AEIS) in Q1 2023, closing a stake of 1,046 shares — an estimated $89.7K sold.

Coppell Advisory Solutions Corp first reported a position in AEIS in Q4 2022 and held it in 1 quarter. The position peaked at $89.7K in Q4 2022. 287 funds tracked by Wall St. Rank hold AEIS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Advanced Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,046 Advanced Energy shares in Q1 2023, an estimated $89.7K.
  • Coppell Advisory Solutions Corp first reported a position in Advanced Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Advanced Energy position peaked at $89.7K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2023.

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