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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 $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return