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Coppell Advisory Solutions Corp’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,109
Closed -$98.1K – 336
2022
Q4 		$98.1K Buy
+2,109
New +$99K 0.03% 222

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CTC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2023, closing a stake of 2,109 shares — an estimated $98.1K sold.

Coppell Advisory Solutions Corp first reported a position in CATH in Q4 2022 and held it in 1 quarter. The position peaked at $98.1K in Q4 2022. 117 funds tracked by Wall St. Rank hold CATH as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 2,109 Global X S&P 500 Catholic Values ETF shares in Q1 2023, an estimated $98.1K.
  • Coppell Advisory Solutions Corp first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Global X S&P 500 Catholic Values ETF position peaked at $98.1K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2023.

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