CASC
MRCC

Coppell Advisory Solutions Corp’s Monroe Capital Corp MRCC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-144
Closed -$1.23K – 737
2022
Q4 		$1.23K Buy
+144
New +$1.18K ﹤0.01% 917

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
BlackRock
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Monroe Capital Corp (MRCC) in Q1 2023, closing a stake of 144 shares — an estimated $1.23K sold.

Coppell Advisory Solutions Corp first reported a position in MRCC in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 82 funds tracked by Wall St. Rank hold MRCC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Monroe Capital Corp position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 144 Monroe Capital Corp shares in Q1 2023, an estimated $1.23K.
  • Coppell Advisory Solutions Corp first reported a position in Monroe Capital Corp in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Monroe Capital Corp position peaked at $1.23K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2023.

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