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Coppell Advisory Solutions Corp’s Ideal Power IPWR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$353 – 648
2022
Q4 		$353 Buy
+33
New +$372 ﹤0.01% 1057

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AIC
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BlackRock
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WVP
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UBS Group
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Geode Capital Management
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Ideal Power (IPWR) in Q1 2023, closing a stake of 33 shares — an estimated $353 sold.

Coppell Advisory Solutions Corp first reported a position in IPWR in Q4 2022 and held it in 1 quarter. The position peaked at $353 in Q4 2022. 26 funds tracked by Wall St. Rank hold IPWR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Ideal Power position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 33 Ideal Power shares in Q1 2023, an estimated $353.
  • Coppell Advisory Solutions Corp first reported a position in Ideal Power in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Ideal Power position peaked at $353 in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Ideal Power as of Q1 2023.

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