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Coppell Advisory Solutions’s Dave Inc DAVE Stock Holding History

Coppell Advisory Solutions’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18
Closed -$1.7K – 665
2024
Q4 		$1.7K Buy
+18
New +$1.21K ﹤0.01% 1560

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PA
Proem Advisors Dallas, Texas $1.68B AUM 199.97% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Dave Inc (DAVE) in Q1 2025, closing a stake of 18 shares — an estimated $1.7K sold.

Coppell Advisory Solutions first reported a position in DAVE in Q4 2024 and held it in 1 quarter. The position peaked at $1.7K in Q4 2024. 160 funds tracked by Wall St. Rank hold DAVE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dave Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 18 Dave Inc shares in Q1 2025, an estimated $1.7K.
  • Coppell Advisory Solutions first reported a position in Dave Inc in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Dave Inc position peaked at $1.7K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held Dave Inc as of Q1 2025.

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