Coppell Advisory Solutions Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-106
Closed -$6.33K 246
2022
Q4
$6.33K Buy
+106
New +$6.28K ﹤0.01% 681

Other funds holding AOA

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

Coppell Advisory Solutions Corp sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 106 shares — an estimated $6.33K sold.

Coppell Advisory Solutions Corp first reported a position in AOA in Q4 2022 and held it in 1 quarter. The position peaked at $6.33K in Q4 2022. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 106 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $6.33K.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.33K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

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