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Coppell Advisory Solutions’s Blackbaud BLKB Stock Holding History

Coppell Advisory Solutions’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$74 – 507
2024
Q4 		$74 Hold
1
– – ﹤0.01% 1912
2024
Q3 		$84 Hold
1
– – ﹤0.01% 1803
2024
Q2 		$76 Buy
+1
New +$77 ﹤0.01% 1733

Other funds holding BLKB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Blackbaud (BLKB) in Q1 2025, closing a stake of 1 share — an estimated $74 sold.

Coppell Advisory Solutions first reported a position in BLKB in Q2 2024 and held it in 3 quarters. The position peaked at $84 in Q3 2024. 279 funds tracked by Wall St. Rank hold BLKB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Blackbaud position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1 Blackbaud share in Q1 2025, an estimated $74.
  • Coppell Advisory Solutions first reported a position in Blackbaud in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Blackbaud position peaked at $84 in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Blackbaud as of Q1 2025.

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