CASC
PH icon

Coppell Advisory Solutions Corp’s Parker-Hannifin PH Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-140
Closed -$40.7K – 817
2022
Q4 		$40.7K Buy
+140
New +$40.1K 0.01% 394

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 140 shares — an estimated $40.7K sold.

Coppell Advisory Solutions Corp first reported a position in PH in Q4 2022 and held it in 1 quarter. The position peaked at $40.7K in Q4 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 140 Parker-Hannifin shares in Q1 2023, an estimated $40.7K.
  • Coppell Advisory Solutions Corp first reported a position in Parker-Hannifin in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Parker-Hannifin position peaked at $40.7K in Q4 2022.
  • 1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

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