CASC
BPT

Coppell Advisory Solutions Corp’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-77
Closed -$899 – 305
2022
Q4 		$899 Buy
+77
New +$1K ﹤0.01% 948

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WS
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CGIC
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Osaic Holdings
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Invesco
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BNP Paribas Financial Markets
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FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2023, closing a stake of 77 shares — an estimated $899 sold.

Coppell Advisory Solutions Corp first reported a position in BPT in Q4 2022 and held it in 1 quarter. The position peaked at $899 in Q4 2022. 56 funds tracked by Wall St. Rank hold BPT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 77 BP Prudhoe Bay Royalty Trust shares in Q1 2023, an estimated $899.
  • Coppell Advisory Solutions Corp first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's BP Prudhoe Bay Royalty Trust position peaked at $899 in Q4 2022.
  • 56 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2023.

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