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Coppell Advisory Solutions Corp’s ProShares Ultra Energy DIG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$17K – 424
2022
Q4 		$17K Buy
+400
New +$17.2K 0.01% 524

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TRCT
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Citadel Advisors
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Envestnet Asset Management
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MWM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of ProShares Ultra Energy (DIG) in Q1 2023, closing a stake of 400 shares — an estimated $17K sold.

Coppell Advisory Solutions Corp first reported a position in DIG in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 26 funds tracked by Wall St. Rank hold DIG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining ProShares Ultra Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 400 ProShares Ultra Energy shares in Q1 2023, an estimated $17K.
  • Coppell Advisory Solutions Corp first reported a position in ProShares Ultra Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's ProShares Ultra Energy position peaked at $17K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2023.

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