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Coppell Advisory Solutions Corp’s Dynagas LNG Partners DLNG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DLNG Stock Details DLNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,245
Closed -$13.7K – 426
2022
Q4 		$13.7K Buy
+5,245
New +$15.1K ﹤0.01% 560

Other funds holding DLNG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Dynagas LNG Partners (DLNG) in Q1 2023, closing a stake of 5,245 shares — an estimated $13.7K sold.

Coppell Advisory Solutions Corp first reported a position in DLNG in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 18 funds tracked by Wall St. Rank hold DLNG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Dynagas LNG Partners position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 5,245 Dynagas LNG Partners shares in Q1 2023, an estimated $13.7K.
  • Coppell Advisory Solutions Corp first reported a position in Dynagas LNG Partners in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Dynagas LNG Partners position peaked at $13.7K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q1 2023.

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