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Coppell Advisory Solutions Corp’s Gabelli Equity Trust GAB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$95.8K Buy
16,985
+15,842
+1,386% +$90.7K 0.03% 197
2022
Q4 		$6.26K Buy
+1,143
New +$6.35K ﹤0.01% 684

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

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

Coppell Advisory Solutions Corp increased its Gabelli Equity Trust (GAB) stake by 1,386% in Q1 2023, buying an estimated $90.7K and bringing the position to 16,985 shares worth $95.8K. The position accounts for 0.03% of the portfolio, ranked #197.

Coppell Advisory Solutions Corp first reported a position in GAB in Q4 2022 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

  • Coppell Advisory Solutions Corp held 16,985 shares of Gabelli Equity Trust worth $95.8K as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 15,842 Gabelli Equity Trust shares in Q1 2023, an estimated $90.7K.
  • Gabelli Equity Trust made up 0.03% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #197 holding.
  • Coppell Advisory Solutions Corp first reported a position in Gabelli Equity Trust in Q4 2022 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

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