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Coppell Advisory Solutions Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-495
Closed -$33.5K – 661
2022
Q4 		$33.5K Buy
+495
New +$32.6K 0.01% 419

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MCM
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Ameriprise
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Stifel Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 495 shares — an estimated $33.5K sold.

Coppell Advisory Solutions Corp first reported a position in IYK in Q4 2022 and held it in 1 quarter. The position peaked at $33.5K in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 495 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $33.5K.
  • Coppell Advisory Solutions Corp first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares US Consumer Staples ETF position peaked at $33.5K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

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