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Coppell Advisory Solutions Corp’s WisdomTree WT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-114
Closed -$621 – 1094
2022
Q4 		$621 Buy
+114
New +$593 ﹤0.01% 994

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

Coppell Advisory Solutions Corp sold out of WisdomTree (WT) in Q1 2023, closing a stake of 114 shares — an estimated $621 sold.

Coppell Advisory Solutions Corp first reported a position in WT in Q4 2022 and held it in 1 quarter. The position peaked at $621 in Q4 2022. 148 funds tracked by Wall St. Rank hold WT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining WisdomTree position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 114 WisdomTree shares in Q1 2023, an estimated $621.
  • Coppell Advisory Solutions Corp first reported a position in WisdomTree in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's WisdomTree position peaked at $621 in Q4 2022.
  • 148 funds tracked by Wall St. Rank held WisdomTree as of Q1 2023.

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