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Coppell Advisory Solutions Corp’s Smith & Wesson SWBI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-513
Closed -$4.45K – 960
2022
Q4 		$4.45K Buy
+513
New +$5.4K ﹤0.01% 735

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Renaissance Technologies
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Smith & Wesson (SWBI) in Q1 2023, closing a stake of 513 shares — an estimated $4.45K sold.

Coppell Advisory Solutions Corp first reported a position in SWBI in Q4 2022 and held it in 1 quarter. The position peaked at $4.45K in Q4 2022. 169 funds tracked by Wall St. Rank hold SWBI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Smith & Wesson position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 513 Smith & Wesson shares in Q1 2023, an estimated $4.45K.
  • Coppell Advisory Solutions Corp first reported a position in Smith & Wesson in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Smith & Wesson position peaked at $4.45K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2023.

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