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Coppell Advisory Solutions Corp’s Eversource Energy ES Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-158
Closed -$13.2K – 467
2022
Q4 		$13.2K Buy
+158
New +$12.5K ﹤0.01% 568

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Wells Fargo
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 158 shares — an estimated $13.2K sold.

Coppell Advisory Solutions Corp first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $13.2K in Q4 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 158 Eversource Energy shares in Q1 2023, an estimated $13.2K.
  • Coppell Advisory Solutions Corp first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Eversource Energy position peaked at $13.2K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

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