CAS
BKLC icon

Coppell Advisory Solutions’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Coppell Advisory Solutions’s Portfolio BKLC Stock Details BKLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-210
Closed -$7.26K – 1885
2024
Q2 		$7.26K Buy
+210
New +$6.97K ﹤0.01% 1109
2023
Q4 		$6.33K Buy
+210
New +$5.92K ﹤0.01% 1055
2023
Q3 		– Sell
-210
Closed -$5.76K – 1239
2023
Q2 		$5.76K Buy
+210
New +$5.49K ﹤0.01% 824

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Coppell Advisory Solutions's BKLC Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2024, closing a stake of 210 shares — an estimated $7.26K sold.

Coppell Advisory Solutions first reported a position in BKLC in Q2 2023 and held it in 3 quarters. The position peaked at $7.26K in Q2 2024. 74 funds tracked by Wall St. Rank hold BKLC as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 210 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2024, an estimated $7.26K.
  • Coppell Advisory Solutions first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q2 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's BNY Mellon US Large Cap Core Equity ETF position peaked at $7.26K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.