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Coppell Advisory Solutions’s BrightSpring Health Services BTSG Stock Holding History

Coppell Advisory Solutions’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,230
Closed -$20.9K – 1936
2024
Q4 		$20.9K Buy
+1,230
New +$21.3K ﹤0.01% 873

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of BrightSpring Health Services (BTSG) in Q1 2025, closing a stake of 1,230 shares — an estimated $20.9K sold.

Coppell Advisory Solutions first reported a position in BTSG in Q4 2024 and held it in 1 quarter. The position peaked at $20.9K in Q4 2024. 163 funds tracked by Wall St. Rank hold BTSG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining BrightSpring Health Services position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,230 BrightSpring Health Services shares in Q1 2025, an estimated $20.9K.
  • Coppell Advisory Solutions first reported a position in BrightSpring Health Services in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's BrightSpring Health Services position peaked at $20.9K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2025.

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