CAS
ELBM

Coppell Advisory Solutions’s Electra Battery Materials ELBM Stock Holding History

Coppell Advisory Solutions’s Portfolio ELBM Stock Details ELBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,492
Closed -$3.32K – 766
2024
Q4 		$3.32K Buy
+1,492
New +$3.07K ﹤0.01% 1430

Other funds holding ELBM

WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Electra Battery Materials (ELBM) in Q1 2025, closing a stake of 1,492 shares — an estimated $3.32K sold.

Coppell Advisory Solutions first reported a position in ELBM in Q4 2024 and held it in 1 quarter. The position peaked at $3.32K in Q4 2024. 17 funds tracked by Wall St. Rank hold ELBM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Electra Battery Materials position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,492 Electra Battery Materials shares in Q1 2025, an estimated $3.32K.
  • Coppell Advisory Solutions first reported a position in Electra Battery Materials in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Electra Battery Materials position peaked at $3.32K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Electra Battery Materials as of Q1 2025.

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