Coppell Advisory Solutions’s Aptorum Group APM Stock Holding History

Coppell Advisory Solutions’s Portfolio APM Stock Details APM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-25	Closed	-$25.5K	–	1737
2023 Q3	$25.5K	Buy	+25	New	+$551	0.01%	454
2023 Q1	–	Sell	-2	Closed	-$18.9K	–	249
2022 Q4	$18.9K	Buy	+2	New	+$130	0.01%	510

Other funds holding APM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Coppell Advisory Solutions's APM Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Aptorum Group (APM) in Q4 2023, closing a stake of 25 shares — an estimated $25.5K sold.

Coppell Advisory Solutions first reported a position in APM in Q4 2022 and held it in 2 quarters. The position peaked at $25.5K in Q3 2023. 2 funds tracked by Wall St. Rank hold APM as of Q4 2023.

Coppell Advisory Solutions reported no remaining Aptorum Group position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 25 Aptorum Group shares in Q4 2023, an estimated $25.5K.
Coppell Advisory Solutions first reported a position in Aptorum Group in Q4 2022 and held it in 2 quarters.
Coppell Advisory Solutions's Aptorum Group position peaked at $25.5K in Q3 2023.
2 funds tracked by Wall St. Rank held Aptorum Group as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.