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Coppell Advisory Solutions’s Arteris AIP Stock Holding History

Coppell Advisory Solutions’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-89
Closed -$2.82K – 1208
2023
Q2 		$2.82K Buy
+89
New +$481 ﹤0.01% 963

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $214M AUM 32.43% 1-Year Est. Return

Coppell Advisory Solutions's AIP Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Arteris (AIP) in Q3 2023, closing a stake of 89 shares — an estimated $2.82K sold.

Coppell Advisory Solutions first reported a position in AIP in Q2 2023 and held it in 1 quarter. The position peaked at $2.82K in Q2 2023. 63 funds tracked by Wall St. Rank hold AIP as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Arteris position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 89 Arteris shares in Q3 2023, an estimated $2.82K.
  • Coppell Advisory Solutions first reported a position in Arteris in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Arteris position peaked at $2.82K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Arteris as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.