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Coppell Advisory Solutions Corp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-801
Closed -$5.83K – 670
2022
Q4 		$5.83K Buy
+801
New +$5.81K ﹤0.01% 696

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 801 shares — an estimated $5.83K sold.

Coppell Advisory Solutions Corp first reported a position in JPC in Q4 2022 and held it in 1 quarter. The position peaked at $5.83K in Q4 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 801 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $5.83K.
  • Coppell Advisory Solutions Corp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Nuveen Preferred & Income Opportunities Fund position peaked at $5.83K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

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