CASC
PR

Coppell Advisory Solutions Corp’s Permian Resources PR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-178
Closed -$1.67K – 836
2022
Q4 		$1.67K Buy
+178
New +$1.7K ﹤0.01% 886

Other funds holding PR

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Permian Resources (PR) in Q1 2023, closing a stake of 178 shares — an estimated $1.67K sold.

Coppell Advisory Solutions Corp first reported a position in PR in Q4 2022 and held it in 1 quarter. The position peaked at $1.67K in Q4 2022. 276 funds tracked by Wall St. Rank hold PR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Permian Resources position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 178 Permian Resources shares in Q1 2023, an estimated $1.67K.
  • Coppell Advisory Solutions Corp first reported a position in Permian Resources in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Permian Resources position peaked at $1.67K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Permian Resources as of Q1 2023.

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