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Coppell Advisory Solutions Corp’s US Vegan Climate ETF VEGN Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-273
Closed -$8.58K – 1049
2022
Q4 		$8.58K Buy
+273
New +$8.7K ﹤0.01% 637

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CB
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RWA
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
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SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of US Vegan Climate ETF (VEGN) in Q1 2023, closing a stake of 273 shares — an estimated $8.58K sold.

Coppell Advisory Solutions Corp first reported a position in VEGN in Q4 2022 and held it in 1 quarter. The position peaked at $8.58K in Q4 2022. 18 funds tracked by Wall St. Rank hold VEGN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining US Vegan Climate ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 273 US Vegan Climate ETF shares in Q1 2023, an estimated $8.58K.
  • Coppell Advisory Solutions Corp first reported a position in US Vegan Climate ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's US Vegan Climate ETF position peaked at $8.58K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2023.

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