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Coppell Advisory Solutions Corp’s SM Energy SM Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-130
Closed -$4.53K – 931
2022
Q4 		$4.53K Buy
+130
New +$5.41K ﹤0.01% 732

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of SM Energy (SM) in Q1 2023, closing a stake of 130 shares — an estimated $4.53K sold.

Coppell Advisory Solutions Corp first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $4.53K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 130 SM Energy shares in Q1 2023, an estimated $4.53K.
  • Coppell Advisory Solutions Corp first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's SM Energy position peaked at $4.53K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

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