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Coppell Advisory Solutions Corp’s Bank of America BAC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.76M Buy
+46,529
New +$1.6M 0.33% 74
2023
Q1 		$908K Buy
31,914
+10,076
+46% +$333K 0.3% 87
2022
Q4 		$723K Buy
+21,838
New +$752K 0.24% 97

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coppell Advisory Solutions Corp's BAC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Bank of America (BAC) in Q1 2024: 46,529 shares worth $1.76M. The stake represents 0.33% of the portfolio and ranks #74 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in BAC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in BAC in Q4 2022 and has held it in 3 quarters since. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 46,529 shares of Bank of America worth $1.76M as of Q1 2024.
  • Bank of America was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Bank of America made up 0.33% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #74 holding.
  • Coppell Advisory Solutions Corp first reported a position in Bank of America in Q4 2022 and has held it in 3 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.