CASC
AGGR

Coppell Advisory Solutions Corp’s Agile Growth Corp AGGR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio AGGR Stock Details AGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.12M Sell
11,343
-3,518
-24% -$35.7K 0.37% 72
2022
Q4 		$1.44M Buy
+14,861
New +$149K 0.49% 54

Other funds holding AGGR

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Coppell Advisory Solutions Corp reduced its Agile Growth Corp (AGGR) stake by 24% in Q1 2023, selling an estimated $35.7K and leaving 11,343 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #72.

Coppell Advisory Solutions Corp first reported a position in AGGR in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2022. 2 funds tracked by Wall St. Rank hold AGGR as of Q1 2023.

  • Coppell Advisory Solutions Corp held 11,343 shares of Agile Growth Corp worth $1.12M as of Q1 2023.
  • Coppell Advisory Solutions Corp sold 3,518 Agile Growth Corp shares in Q1 2023, an estimated $35.7K.
  • Agile Growth Corp made up 0.37% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #72 holding.
  • Coppell Advisory Solutions Corp first reported a position in Agile Growth Corp in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's Agile Growth Corp position peaked at $1.44M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Agile Growth Corp as of Q1 2023.

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