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Coppell Advisory Solutions Corp’s NNN REIT NNN Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$9.15K – 765
2022
Q4 		$9.15K Buy
+200
New +$8.7K ﹤0.01% 628

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of NNN REIT (NNN) in Q1 2023, closing a stake of 200 shares — an estimated $9.15K sold.

Coppell Advisory Solutions Corp first reported a position in NNN in Q4 2022 and held it in 1 quarter. The position peaked at $9.15K in Q4 2022. 432 funds tracked by Wall St. Rank hold NNN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining NNN REIT position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 200 NNN REIT shares in Q1 2023, an estimated $9.15K.
  • Coppell Advisory Solutions Corp first reported a position in NNN REIT in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's NNN REIT position peaked at $9.15K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held NNN REIT as of Q1 2023.

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