Coppell Advisory Solutions’s Dynagas LNG Partners DLNG Stock Holding History

Coppell Advisory Solutions’s Portfolio DLNG Stock Details DLNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,245	Closed	-$28.2K	–	717
2024 Q4	$28.2K	Hold	5,245	–	–	﹤0.01%	753
2024 Q3	$19.8K	Hold	5,245	–	–	﹤0.01%	886
2024 Q2	$21.1K	Buy	+5,245	New	+$19.4K	﹤0.01%	767
2023 Q4	$14.7K	Hold	5,245	–	–	﹤0.01%	834
2023 Q3	$13.7K	Hold	5,245	–	–	﹤0.01%	553
2023 Q2	$13.3K	Buy	+5,245	New	+$13.8K	﹤0.01%	630
2023 Q1	–	Sell	-5,245	Closed	-$13.7K	–	426
2022 Q4	$13.7K	Buy	+5,245	New	+$15.1K	﹤0.01%	560

Other funds holding DLNG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Dynagas LNG Partners (DLNG) in Q1 2025, closing a stake of 5,245 shares — an estimated $28.2K sold.

Coppell Advisory Solutions first reported a position in DLNG in Q4 2022 and held it in 7 quarters. The position peaked at $28.2K in Q4 2024. 22 funds tracked by Wall St. Rank hold DLNG as of Q1 2025.

Coppell Advisory Solutions reported no remaining Dynagas LNG Partners position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 5,245 Dynagas LNG Partners shares in Q1 2025, an estimated $28.2K.
Coppell Advisory Solutions first reported a position in Dynagas LNG Partners in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Dynagas LNG Partners position peaked at $28.2K in Q4 2024.
22 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q1 2025.

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