CAS
EWCZ

Coppell Advisory Solutions’s European Wax Center EWCZ Stock Holding History

Coppell Advisory Solutions’s Portfolio EWCZ Stock Details EWCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-451
Closed -$14.8K – 1774
2023
Q3 		$14.8K Buy
451
+108
+31% +$1.95K 0.01% 539
2023
Q2 		$11.9K Buy
+343
New +$6.14K ﹤0.01% 654
2023
Q1 		– Sell
-511
Closed -$16.7K – 481
2022
Q4 		$16.7K Buy
+511
New +$7.35K 0.01% 529

Other funds holding EWCZ

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions's EWCZ Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of European Wax Center (EWCZ) in Q4 2023, closing a stake of 451 shares — an estimated $14.8K sold.

Coppell Advisory Solutions first reported a position in EWCZ in Q4 2022 and held it in 3 quarters. The position peaked at $16.7K in Q4 2022. 110 funds tracked by Wall St. Rank hold EWCZ as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining European Wax Center position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 451 European Wax Center shares in Q4 2023, an estimated $14.8K.
  • Coppell Advisory Solutions first reported a position in European Wax Center in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's European Wax Center position peaked at $16.7K in Q4 2022.
  • 110 funds tracked by Wall St. Rank held European Wax Center as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.