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Coppell Advisory Solutions Corp’s Boeing BA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-317
Closed -$60.4K – 264
2022
Q4 		$60.4K Buy
+317
New +$51.9K 0.02% 277

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Boeing (BA) in Q1 2023, closing a stake of 317 shares — an estimated $60.4K sold.

Coppell Advisory Solutions Corp first reported a position in BA in Q4 2022 and held it in 1 quarter. The position peaked at $60.4K in Q4 2022. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 317 Boeing shares in Q1 2023, an estimated $60.4K.
  • Coppell Advisory Solutions Corp first reported a position in Boeing in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Boeing position peaked at $60.4K in Q4 2022.
  • 2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

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