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Coppell Advisory Solutions Corp’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DBEF Stock Details DBEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$440K Buy
+10,738
New +$415K 0.08% 161
2023
Q1 		– Sell
-5,590
Closed -$180K – 401
2022
Q4 		$180K Buy
+5,590
New +$197K 0.06% 171

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions Corp's DBEF Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q1 2024: 10,738 shares worth $440K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DBEF as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in DBEF in Q4 2022 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold DBEF as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,738 shares of Xtrackers MSCI EAFE Hedged Equity ETF worth $440K as of Q1 2024.
  • Xtrackers MSCI EAFE Hedged Equity ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Xtrackers MSCI EAFE Hedged Equity ETF made up 0.08% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #161 holding.
  • Coppell Advisory Solutions Corp first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.