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Coppell Advisory Solutions Corp’s Visa V Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$818K Buy
+2,932
New +$809K 0.15% 122
2023
Q1 		– Sell
-740
Closed -$154K – 1042
2022
Q4 		$154K Buy
+740
New +$149K 0.05% 184

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coppell Advisory Solutions Corp's V Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Visa (V) in Q1 2024: 2,932 shares worth $818K. The stake represents 0.15% of the portfolio and ranks #122 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in V as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in V in Q4 2022 and has held it in 2 quarters since. 3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,932 shares of Visa worth $818K as of Q1 2024.
  • Visa was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Visa made up 0.15% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #122 holding.
  • Coppell Advisory Solutions Corp first reported a position in Visa in Q4 2022 and has held it in 2 quarters since.
  • 3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.