CASC
ERC

Coppell Advisory Solutions Corp’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,500
Closed -$14.7K – 465
2022
Q4 		$14.7K Buy
+1,500
New +$13.9K 0.01% 545

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Ameriprise
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2023, closing a stake of 1,500 shares — an estimated $14.7K sold.

Coppell Advisory Solutions Corp first reported a position in ERC in Q4 2022 and held it in 1 quarter. The position peaked at $14.7K in Q4 2022. 57 funds tracked by Wall St. Rank hold ERC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,500 Allspring Multi-Sector Income Fund shares in Q1 2023, an estimated $14.7K.
  • Coppell Advisory Solutions Corp first reported a position in Allspring Multi-Sector Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Allspring Multi-Sector Income Fund position peaked at $14.7K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2023.

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