CAS
CRF

Coppell Advisory Solutions’s Cornerstone Total Return Fund CRF Stock Holding History

Coppell Advisory Solutions’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,329
Closed -$53.2K – 631
2024
Q4 		$53.2K Hold
6,329
– – 0.01% 564
2024
Q3 		$49.5K Buy
+6,329
New +$48.3K 0.01% 556
2023
Q4 		$22.2K Buy
+3,201
New +$22.4K ﹤0.01% 699

Other funds holding CRF

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Cornerstone Total Return Fund (CRF) in Q1 2025, closing a stake of 6,329 shares — an estimated $53.2K sold.

Coppell Advisory Solutions first reported a position in CRF in Q4 2023 and held it in 3 quarters. The position peaked at $53.2K in Q4 2024. 70 funds tracked by Wall St. Rank hold CRF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Cornerstone Total Return Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,329 Cornerstone Total Return Fund shares in Q1 2025, an estimated $53.2K.
  • Coppell Advisory Solutions first reported a position in Cornerstone Total Return Fund in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Cornerstone Total Return Fund position peaked at $53.2K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2025.

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