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Coppell Advisory Solutions Corp’s FirstEnergy FE Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,905
Closed -$79.9K – 500
2022
Q4 		$79.9K Buy
+1,905
New +$74.5K 0.03% 238

Other funds holding FE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 1,905 shares — an estimated $79.9K sold.

Coppell Advisory Solutions Corp first reported a position in FE in Q4 2022 and held it in 1 quarter. The position peaked at $79.9K in Q4 2022. 713 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,905 FirstEnergy shares in Q1 2023, an estimated $79.9K.
  • Coppell Advisory Solutions Corp first reported a position in FirstEnergy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's FirstEnergy position peaked at $79.9K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

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