Coppell Advisory Solutions’s Fluence Energy FLNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-156	Closed	-$2.62K	–	1783
2023 Q3	$2.62K	Buy	+156	New	+$4.02K	﹤0.01%	815
2023 Q1	–	Sell	-247	Closed	-$4.14K	–	520
2022 Q4	$4.14K	Buy	+247	New	+$3.89K	﹤0.01%	748

Other funds holding FLNC

Siemens Munich, Germany $272M AUM 183.71% 1-Year Est. Return

SPT

Siemens Pension Trust Munich Germany, Germany $437M AUM 183.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Fluence Energy (FLNC) in Q4 2023, closing a stake of 156 shares — an estimated $2.62K sold.

Coppell Advisory Solutions first reported a position in FLNC in Q4 2022 and held it in 2 quarters. The position peaked at $4.14K in Q4 2022. 215 funds tracked by Wall St. Rank hold FLNC as of Q4 2023.

Coppell Advisory Solutions reported no remaining Fluence Energy position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 156 Fluence Energy shares in Q4 2023, an estimated $2.62K.
Coppell Advisory Solutions first reported a position in Fluence Energy in Q4 2022 and held it in 2 quarters.
Coppell Advisory Solutions's Fluence Energy position peaked at $4.14K in Q4 2022.
215 funds tracked by Wall St. Rank held Fluence Energy as of Q4 2023.

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