CASC
RCS

Coppell Advisory Solutions Corp’s PIMCO Strategic Income Fund RCS Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-246
Closed -$1.22K – 862
2022
Q4 		$1.22K Buy
+246
New +$1.25K ﹤0.01% 920

Other funds holding RCS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of PIMCO Strategic Income Fund (RCS) in Q1 2023, closing a stake of 246 shares — an estimated $1.22K sold.

Coppell Advisory Solutions Corp first reported a position in RCS in Q4 2022 and held it in 1 quarter. The position peaked at $1.22K in Q4 2022. 52 funds tracked by Wall St. Rank hold RCS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining PIMCO Strategic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 246 PIMCO Strategic Income Fund shares in Q1 2023, an estimated $1.22K.
  • Coppell Advisory Solutions Corp first reported a position in PIMCO Strategic Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's PIMCO Strategic Income Fund position peaked at $1.22K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2023.

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