Coppell Advisory Solutions Corp’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-323	Closed	-$107K	–	422
2022 Q4	$107K	Buy	+323	New	+$105K	0.04%	216

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 323 shares — an estimated $107K sold.

Coppell Advisory Solutions Corp first reported a position in DIA in Q4 2022 and held it in 1 quarter. The position peaked at $107K in Q4 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 323 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $107K.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $107K in Q4 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

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