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Coppell Advisory Solutions Corp’s Femasys FEMY Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FEMY Stock Details FEMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.06M Buy
2,487
+638
+35% +$14.7K 0.35% 81
2022
Q4 		$778K Buy
+1,849
New +$43.1K 0.26% 92

Other funds holding FEMY

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TLP
Tri Locum Partners New York $713M AUM 68.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

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

Coppell Advisory Solutions Corp increased its Femasys (FEMY) stake by 35% in Q1 2023, buying an estimated $14.7K and bringing the position to 2,487 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #81.

Coppell Advisory Solutions Corp first reported a position in FEMY in Q4 2022 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold FEMY as of Q1 2023.

  • Coppell Advisory Solutions Corp held 2,487 shares of Femasys worth $1.06M as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 638 Femasys shares in Q1 2023, an estimated $14.7K.
  • Femasys made up 0.35% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #81 holding.
  • Coppell Advisory Solutions Corp first reported a position in Femasys in Q4 2022 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Femasys as of Q1 2023.

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