Coppell Advisory Solutions Corp’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22	Closed	-$1.11K	–	1035
2022 Q4	$1.11K	Buy	+22	New	+$1.11K	﹤0.01%	931

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STA

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FCH

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RBA

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2023, closing a stake of 22 shares — an estimated $1.11K sold.

Coppell Advisory Solutions Corp first reported a position in USFR in Q4 2022 and held it in 1 quarter. The position peaked at $1.11K in Q4 2022. 390 funds tracked by Wall St. Rank hold USFR as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 22 WisdomTree Floating Rate Treasury Fund shares in Q1 2023, an estimated $1.11K.
Coppell Advisory Solutions Corp first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's WisdomTree Floating Rate Treasury Fund position peaked at $1.11K in Q4 2022.
390 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2023.

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