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Coppell Advisory Solutions Corp’s Kirby Corp KEX Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-707
Closed -$45.5K – 676
2022
Q4 		$45.5K Buy
+707
New +$47.2K 0.02% 341

Other funds holding KEX

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Kirby Corp (KEX) in Q1 2023, closing a stake of 707 shares — an estimated $45.5K sold.

Coppell Advisory Solutions Corp first reported a position in KEX in Q4 2022 and held it in 1 quarter. The position peaked at $45.5K in Q4 2022. 284 funds tracked by Wall St. Rank hold KEX as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Kirby Corp position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 707 Kirby Corp shares in Q1 2023, an estimated $45.5K.
  • Coppell Advisory Solutions Corp first reported a position in Kirby Corp in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Kirby Corp position peaked at $45.5K in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2023.

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