CASC
GOLD

Coppell Advisory Solutions Corp’s Gold.com Inc GOLD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,585
Closed -$620K – 240
2022
Q4 		$620K Buy
+5,585
New +$177K 0.21% 104

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Dimensional Fund Advisors
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CAMG
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Goldman Sachs
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PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Gold.com Inc (GOLD) in Q1 2023, closing a stake of 5,585 shares — an estimated $620K sold.

Coppell Advisory Solutions Corp first reported a position in GOLD in Q4 2022 and held it in 1 quarter. The position peaked at $620K in Q4 2022. 130 funds tracked by Wall St. Rank hold GOLD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Gold.com Inc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 5,585 Gold.com Inc shares in Q1 2023, an estimated $620K.
  • Coppell Advisory Solutions Corp first reported a position in Gold.com Inc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Gold.com Inc position peaked at $620K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Gold.com Inc as of Q1 2023.

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