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Coppell Advisory Solutions Corp’s Bluerock Homes Trust BHM Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,079
Closed -$23K – 280
2022
Q4 		$23K Buy
+1,079
New +$25.2K 0.01% 479

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Bluerock Homes Trust (BHM) in Q1 2023, closing a stake of 1,079 shares — an estimated $23K sold.

Coppell Advisory Solutions Corp first reported a position in BHM in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 64 funds tracked by Wall St. Rank hold BHM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Bluerock Homes Trust position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,079 Bluerock Homes Trust shares in Q1 2023, an estimated $23K.
  • Coppell Advisory Solutions Corp first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Bluerock Homes Trust position peaked at $23K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2023.

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