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Coppell Advisory Solutions’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Coppell Advisory Solutions’s Portfolio BATT Stock Details BATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-511
Closed -$5.99K – 1742
2023
Q3 		$5.99K Sell
511
-22
-4% -$278 ﹤0.01% 690
2023
Q2 		$6.82K Buy
+533
New +$6.7K ﹤0.01% 780
2023
Q1 		– Sell
-511
Closed -$5.99K – 267
2022
Q4 		$5.99K Buy
+511
New +$6.62K ﹤0.01% 694

Other funds holding BATT

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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q4 2023, closing a stake of 511 shares — an estimated $5.99K sold.

Coppell Advisory Solutions first reported a position in BATT in Q4 2022 and held it in 3 quarters. The position peaked at $6.82K in Q2 2023. 64 funds tracked by Wall St. Rank hold BATT as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Amplify Lithium & Battery Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 511 Amplify Lithium & Battery Technology ETF shares in Q4 2023, an estimated $5.99K.
  • Coppell Advisory Solutions first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Amplify Lithium & Battery Technology ETF position peaked at $6.82K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2023.

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