CASC
CCEC

Coppell Advisory Solutions Corp’s Capital Clean Energy Carriers CCEC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio CCEC Stock Details CCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29
Closed -$396 – 1131
2022
Q4 		$396 Buy
+29
New +$417 ﹤0.01% 1044

Other funds holding CCEC

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Capital Clean Energy Carriers (CCEC) in Q1 2023, closing a stake of 29 shares — an estimated $396 sold.

Coppell Advisory Solutions Corp first reported a position in CCEC in Q4 2022 and held it in 1 quarter. The position peaked at $396 in Q4 2022. 27 funds tracked by Wall St. Rank hold CCEC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Capital Clean Energy Carriers position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 29 Capital Clean Energy Carriers shares in Q1 2023, an estimated $396.
  • Coppell Advisory Solutions Corp first reported a position in Capital Clean Energy Carriers in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Capital Clean Energy Carriers position peaked at $396 in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2023.

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