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Coppell Advisory Solutions’s Asure Software ASUR Stock Holding History

Coppell Advisory Solutions’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$113 – 435
2024
Q4 		$113 Hold
12
– – ﹤0.01% 1888
2024
Q3 		$110 Hold
12
– – ﹤0.01% 1787
2024
Q2 		$101 Buy
+12
New +$91 ﹤0.01% 1710

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Coppell Advisory Solutions's ASUR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Asure Software (ASUR) in Q1 2025, closing a stake of 12 shares — an estimated $113 sold.

Coppell Advisory Solutions first reported a position in ASUR in Q2 2024 and held it in 3 quarters. The position peaked at $113 in Q4 2024. 97 funds tracked by Wall St. Rank hold ASUR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Asure Software position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12 Asure Software shares in Q1 2025, an estimated $113.
  • Coppell Advisory Solutions first reported a position in Asure Software in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Asure Software position peaked at $113 in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Asure Software as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.