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Coppell Advisory Solutions’s Citizens Financial Group CFG Stock Holding History

Coppell Advisory Solutions’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
Closed -$828 – 573
2024
Q4 		$828 Sell
19
-26
-58% -$1.15K ﹤0.01% 1696
2024
Q3 		$1.84K Buy
45
+26
+137% +$1.05K ﹤0.01% 1461
2024
Q2 		$685 Buy
+19
New +$663 ﹤0.01% 1554
2023
Q4 		$3.55K Buy
107
+97
+970% +$2.67K ﹤0.01% 1185
2023
Q3 		$394 Sell
10
-9
-47% -$257 ﹤0.01% 1044
2023
Q2 		$493 Buy
+19
New +$523 ﹤0.01% 1230
2023
Q1 		– Sell
-10
Closed -$394 – 348
2022
Q4 		$394 Buy
+10
New +$390 ﹤0.01% 1045

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 19 shares — an estimated $828 sold.

Coppell Advisory Solutions first reported a position in CFG in Q4 2022 and held it in 7 quarters. The position peaked at $3.55K in Q4 2023. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 19 Citizens Financial Group shares in Q1 2025, an estimated $828.
  • Coppell Advisory Solutions first reported a position in Citizens Financial Group in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Citizens Financial Group position peaked at $3.55K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

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