CAS
ASB icon

Coppell Advisory Solutions’s Associated Banc-Corp ASB Stock Holding History

Coppell Advisory Solutions’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,037
Closed -$47K – 1739
2023
Q3 		$47K Buy
+2,037
New +$35.8K 0.02% 317
2023
Q1 		– Sell
-2,037
Closed -$47K – 257
2022
Q4 		$47K Buy
+2,037
New +$47K 0.02% 320

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Associated Banc-Corp (ASB) in Q4 2023, closing a stake of 2,037 shares — an estimated $47K sold.

Coppell Advisory Solutions first reported a position in ASB in Q4 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2023. 275 funds tracked by Wall St. Rank hold ASB as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Associated Banc-Corp position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,037 Associated Banc-Corp shares in Q4 2023, an estimated $47K.
  • Coppell Advisory Solutions first reported a position in Associated Banc-Corp in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Associated Banc-Corp position peaked at $47K in Q3 2023.
  • 275 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2023.

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