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Coppell Advisory Solutions Corp’s Chefs' Warehouse CHEF Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,325
Closed -$44.1K – 352
2022
Q4 		$44.1K Buy
+1,325
New +$46.1K 0.01% 360

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GF
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Chefs' Warehouse (CHEF) in Q1 2023, closing a stake of 1,325 shares — an estimated $44.1K sold.

Coppell Advisory Solutions Corp first reported a position in CHEF in Q4 2022 and held it in 1 quarter. The position peaked at $44.1K in Q4 2022. 177 funds tracked by Wall St. Rank hold CHEF as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Chefs' Warehouse position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,325 Chefs' Warehouse shares in Q1 2023, an estimated $44.1K.
  • Coppell Advisory Solutions Corp first reported a position in Chefs' Warehouse in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Chefs' Warehouse position peaked at $44.1K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2023.

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