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Coppell Advisory Solutions’s Brunswick BC Stock Holding History

Coppell Advisory Solutions’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$580 – 473
2024
Q4 		$580 Hold
9
– – ﹤0.01% 1738
2024
Q3 		$761 Hold
9
– – ﹤0.01% 1611
2024
Q2 		$655 Buy
+9
New +$735 ﹤0.01% 1560
2023
Q4 		$2.23K Buy
23
+4
+21% +$318 ﹤0.01% 1272
2023
Q3 		$1.37K Buy
19
+5
+36% +$412 ﹤0.01% 901
2023
Q2 		$1.19K Buy
+14
New +$1.14K ﹤0.01% 1109
2023
Q1 		– Sell
-19
Closed -$1.37K – 270
2022
Q4 		$1.37K Buy
+19
New +$1.35K ﹤0.01% 903

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Brunswick (BC) in Q1 2025, closing a stake of 9 shares — an estimated $580 sold.

Coppell Advisory Solutions first reported a position in BC in Q4 2022 and held it in 7 quarters. The position peaked at $2.23K in Q4 2023. 391 funds tracked by Wall St. Rank hold BC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Brunswick position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9 Brunswick shares in Q1 2025, an estimated $580.
  • Coppell Advisory Solutions first reported a position in Brunswick in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Brunswick position peaked at $2.23K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Brunswick as of Q1 2025.

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