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Coppell Advisory Solutions Corp’s WEC Energy WEC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$281 – 1083
2022
Q4 		$281 Buy
+3
New +$277 ﹤0.01% 1085

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of WEC Energy (WEC) in Q1 2023, closing a stake of 3 shares — an estimated $281 sold.

Coppell Advisory Solutions Corp first reported a position in WEC in Q4 2022 and held it in 1 quarter. The position peaked at $281 in Q4 2022. 1,016 funds tracked by Wall St. Rank hold WEC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining WEC Energy position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3 WEC Energy shares in Q1 2023, an estimated $281.
  • Coppell Advisory Solutions Corp first reported a position in WEC Energy in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's WEC Energy position peaked at $281 in Q4 2022.
  • 1,016 funds tracked by Wall St. Rank held WEC Energy as of Q1 2023.

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