Coppell Advisory Solutions’s CrossAmerica Partners CAPL Stock Holding History

Coppell Advisory Solutions’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-297	Closed	-$6.43K	–	550
2024 Q4	$6.43K	Buy	297 +7	+2%	+$148	﹤0.01%	1262
2024 Q3	$5.99K	Buy	290 +8	+3%	+$160	﹤0.01%	1223
2024 Q2	$5.6K	Buy	+282	New	+$5.99K	﹤0.01%	1174
2023 Q4	$6.13K	Buy	269 +25	+10%	+$554	﹤0.01%	1064
2023 Q3	$4.83K	Sell	244 -12	-5%	-$237	﹤0.01%	720
2023 Q2	$5.03K	Buy	+256	New	+$5.13K	﹤0.01%	857
2023 Q1	–	Sell	-244	Closed	-$4.83K	–	331
2022 Q4	$4.83K	Buy	+244	New	+$4.82K	﹤0.01%	723

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of CrossAmerica Partners (CAPL) in Q1 2025, closing a stake of 297 shares — an estimated $6.43K sold.

Coppell Advisory Solutions first reported a position in CAPL in Q4 2022 and held it in 7 quarters. The position peaked at $6.43K in Q4 2024. 66 funds tracked by Wall St. Rank hold CAPL as of Q1 2025.

Coppell Advisory Solutions reported no remaining CrossAmerica Partners position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 297 CrossAmerica Partners shares in Q1 2025, an estimated $6.43K.
Coppell Advisory Solutions first reported a position in CrossAmerica Partners in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's CrossAmerica Partners position peaked at $6.43K in Q4 2024.
66 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2025.

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