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Coppell Advisory Solutions Corp’s First National Corp FXNC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FXNC Stock Details FXNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$425K Sell
27,771
-18,941
-41% -$327K 0.14% 132
2022
Q4 		$798K Buy
+46,712
New +$791K 0.27% 90

Other funds holding FXNC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 FXNC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp reduced its First National Corp (FXNC) stake by 41% in Q1 2023, selling an estimated $327K and leaving 27,771 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #132.

Coppell Advisory Solutions Corp first reported a position in FXNC in Q4 2022 and has held it in 2 quarters since. The position peaked at $798K in Q4 2022. 26 funds tracked by Wall St. Rank hold FXNC as of Q1 2023.

  • Coppell Advisory Solutions Corp held 27,771 shares of First National Corp worth $425K as of Q1 2023.
  • Coppell Advisory Solutions Corp sold 18,941 First National Corp shares in Q1 2023, an estimated $327K.
  • First National Corp made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #132 holding.
  • Coppell Advisory Solutions Corp first reported a position in First National Corp in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's First National Corp position peaked at $798K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held First National Corp as of Q1 2023.

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