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Coppell Advisory Solutions Corp’s UWM Holdings UWMC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-531
Closed -$1.76K – 1041
2022
Q4 		$1.76K Buy
+531
New +$1.99K ﹤0.01% 876

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of UWM Holdings (UWMC) in Q1 2023, closing a stake of 531 shares — an estimated $1.76K sold.

Coppell Advisory Solutions Corp first reported a position in UWMC in Q4 2022 and held it in 1 quarter. The position peaked at $1.76K in Q4 2022. 159 funds tracked by Wall St. Rank hold UWMC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining UWM Holdings position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 531 UWM Holdings shares in Q1 2023, an estimated $1.76K.
  • Coppell Advisory Solutions Corp first reported a position in UWM Holdings in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's UWM Holdings position peaked at $1.76K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2023.

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