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Coppell Advisory Solutions Corp’s Twin Disc TWIN Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-38
Closed -$369 – 1011
2022
Q4 		$369 Buy
+38
New +$402 ﹤0.01% 1053

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Twin Disc (TWIN) in Q1 2023, closing a stake of 38 shares — an estimated $369 sold.

Coppell Advisory Solutions Corp first reported a position in TWIN in Q4 2022 and held it in 1 quarter. The position peaked at $369 in Q4 2022. 45 funds tracked by Wall St. Rank hold TWIN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Twin Disc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 38 Twin Disc shares in Q1 2023, an estimated $369.
  • Coppell Advisory Solutions Corp first reported a position in Twin Disc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Twin Disc position peaked at $369 in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Twin Disc as of Q1 2023.

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