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Coppell Advisory Solutions Corp’s Blackstone BX Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-269
Closed -$20K – 321
2022
Q4 		$20K Buy
+269
New +$23.2K 0.01% 502

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Edgewood Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 BX Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Blackstone (BX) in Q1 2023, closing a stake of 269 shares — an estimated $20K sold.

Coppell Advisory Solutions Corp first reported a position in BX in Q4 2022 and held it in 1 quarter. The position peaked at $20K in Q4 2022. 1,561 funds tracked by Wall St. Rank hold BX as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Blackstone position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 269 Blackstone shares in Q1 2023, an estimated $20K.
  • Coppell Advisory Solutions Corp first reported a position in Blackstone in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Blackstone position peaked at $20K in Q4 2022.
  • 1,561 funds tracked by Wall St. Rank held Blackstone as of Q1 2023.

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