CASC
SMC

Coppell Advisory Solutions Corp’s Summit Midstream SMC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24
Closed -$400 – 1128
2022
Q4 		$400 Buy
+24
New +$446 ﹤0.01% 1042

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Summit Midstream (SMC) in Q1 2023, closing a stake of 24 shares — an estimated $400 sold.

Coppell Advisory Solutions Corp first reported a position in SMC in Q4 2022 and held it in 1 quarter. The position peaked at $400 in Q4 2022. 32 funds tracked by Wall St. Rank hold SMC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Summit Midstream position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 24 Summit Midstream shares in Q1 2023, an estimated $400.
  • Coppell Advisory Solutions Corp first reported a position in Summit Midstream in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Summit Midstream position peaked at $400 in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2023.

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