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Coppell Advisory Solutions’s Bank7 Corp BSVN Stock Holding History

Coppell Advisory Solutions’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9
Closed -$705 – 1750
2023
Q3 		$705 Sell
9
-341
-97% -$8.55K ﹤0.01% 972
2023
Q2 		$26.4K Buy
+350
New +$8.31K 0.01% 509
2023
Q1 		– Sell
-84
Closed -$6.32K – 311
2022
Q4 		$6.32K Buy
+84
New +$2.13K ﹤0.01% 682

Other funds holding BSVN

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Bank7 Corp (BSVN) in Q4 2023, closing a stake of 9 shares — an estimated $705 sold.

Coppell Advisory Solutions first reported a position in BSVN in Q4 2022 and held it in 3 quarters. The position peaked at $26.4K in Q2 2023. 53 funds tracked by Wall St. Rank hold BSVN as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Bank7 Corp position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9 Bank7 Corp shares in Q4 2023, an estimated $705.
  • Coppell Advisory Solutions first reported a position in Bank7 Corp in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Bank7 Corp position peaked at $26.4K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Bank7 Corp as of Q4 2023.

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