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Coppell Advisory Solutions Corp’s monday.com MNDY Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-455
Closed -$55.5K – 725
2022
Q4 		$55.5K Buy
+455
New +$47.3K 0.02% 285

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of monday.com (MNDY) in Q1 2023, closing a stake of 455 shares — an estimated $55.5K sold.

Coppell Advisory Solutions Corp first reported a position in MNDY in Q4 2022 and held it in 1 quarter. The position peaked at $55.5K in Q4 2022. 209 funds tracked by Wall St. Rank hold MNDY as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining monday.com position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 455 monday.com shares in Q1 2023, an estimated $55.5K.
  • Coppell Advisory Solutions Corp first reported a position in monday.com in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's monday.com position peaked at $55.5K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held monday.com as of Q1 2023.

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