CAS
CHGA

Coppell Advisory Solutions’s Change Agents Corporation Common Stock CHGA Stock Holding History

Coppell Advisory Solutions’s Portfolio CHGA Stock Details CHGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$12 – 1209
2023
Q2 		$12 Buy
+1
New +$28 ﹤0.01% 1429

Other funds holding CHGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Coppell Advisory Solutions's CHGA Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Change Agents Corporation Common Stock (CHGA) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

Coppell Advisory Solutions first reported a position in CHGA in Q2 2023 and held it in 1 quarter. The position peaked at $12 in Q2 2023. 10 funds tracked by Wall St. Rank hold CHGA as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Change Agents Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1 Change Agents Corporation Common Stock share in Q3 2023, an estimated $12.
  • Coppell Advisory Solutions first reported a position in Change Agents Corporation Common Stock in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Change Agents Corporation Common Stock position peaked at $12 in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.