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Coppell Advisory Solutions Corp’s Xcel Brands XELB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio XELB Stock Details XELB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25
Closed -$176 – 1102
2022
Q4 		$176 Buy
+25
New +$217 ﹤0.01% 1123

Other funds holding XELB

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MC
Miramar Capital Northbrook, Illinois $455M AUM 15.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Xcel Brands (XELB) in Q1 2023, closing a stake of 25 shares — an estimated $176 sold.

Coppell Advisory Solutions Corp first reported a position in XELB in Q4 2022 and held it in 1 quarter. The position peaked at $176 in Q4 2022. 15 funds tracked by Wall St. Rank hold XELB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Xcel Brands position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 25 Xcel Brands shares in Q1 2023, an estimated $176.
  • Coppell Advisory Solutions Corp first reported a position in Xcel Brands in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Xcel Brands position peaked at $176 in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2023.

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