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Coppell Advisory Solutions Corp’s Moelis & Co MC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$192 – 712
2022
Q4 		$192 Buy
+5
New +$203 ﹤0.01% 1116

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HCL
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WHG
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Coppell Advisory Solutions Corp's MC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 5 shares — an estimated $192 sold.

Coppell Advisory Solutions Corp first reported a position in MC in Q4 2022 and held it in 1 quarter. The position peaked at $192 in Q4 2022. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 5 Moelis & Co shares in Q1 2023, an estimated $192.
  • Coppell Advisory Solutions Corp first reported a position in Moelis & Co in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Moelis & Co position peaked at $192 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

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