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Coppell Advisory Solutions’s DigitalBridge DBRG Stock Holding History

Coppell Advisory Solutions’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-140
Closed -$1.57K – 672
2024
Q4 		$1.57K Buy
140
+82
+141% +$1.1K ﹤0.01% 1581
2024
Q3 		$835 Hold
58
– – ﹤0.01% 1598
2024
Q2 		$795 Buy
+58
New +$874 ﹤0.01% 1530
2023
Q4 		$1.02K Sell
58
-10
-15% -$165 ﹤0.01% 1411
2023
Q3 		$744 Buy
68
+10
+17% +$165 ﹤0.01% 965
2023
Q2 		$834 Buy
+58
New +$712 ﹤0.01% 1168
2023
Q1 		– Sell
-68
Closed -$744 – 403
2022
Q4 		$744 Buy
+68
New +$884 ﹤0.01% 968

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of DigitalBridge (DBRG) in Q1 2025, closing a stake of 140 shares — an estimated $1.57K sold.

Coppell Advisory Solutions first reported a position in DBRG in Q4 2022 and held it in 7 quarters. The position peaked at $1.57K in Q4 2024. 302 funds tracked by Wall St. Rank hold DBRG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DigitalBridge position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 140 DigitalBridge shares in Q1 2025, an estimated $1.57K.
  • Coppell Advisory Solutions first reported a position in DigitalBridge in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's DigitalBridge position peaked at $1.57K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2025.

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