CAS
CIO

Coppell Advisory Solutions’s City Office REIT CIO Stock Holding History

Coppell Advisory Solutions’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-413
Closed -$2.37K – 1258
2023
Q2 		$2.37K Buy
+413
New +$2.25K ﹤0.01% 993

Other funds holding CIO

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NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of City Office REIT (CIO) in Q3 2023, closing a stake of 413 shares — an estimated $2.37K sold.

Coppell Advisory Solutions first reported a position in CIO in Q2 2023 and held it in 1 quarter. The position peaked at $2.37K in Q2 2023. 130 funds tracked by Wall St. Rank hold CIO as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining City Office REIT position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 413 City Office REIT shares in Q3 2023, an estimated $2.37K.
  • Coppell Advisory Solutions first reported a position in City Office REIT in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's City Office REIT position peaked at $2.37K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held City Office REIT as of Q3 2023.

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