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Coppell Advisory Solutions’s First United FUNC Stock Holding History

Coppell Advisory Solutions’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$13.5K – 901
2024
Q4 		$13.5K Hold
400
– – ﹤0.01% 1006
2024
Q3 		$11.9K Hold
400
– – ﹤0.01% 1027
2024
Q2 		$8.17K Buy
+400
New +$8.58K ﹤0.01% 1075

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of First United (FUNC) in Q1 2025, closing a stake of 400 shares — an estimated $13.5K sold.

Coppell Advisory Solutions first reported a position in FUNC in Q2 2024 and held it in 3 quarters. The position peaked at $13.5K in Q4 2024. 55 funds tracked by Wall St. Rank hold FUNC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining First United position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 400 First United shares in Q1 2025, an estimated $13.5K.
  • Coppell Advisory Solutions first reported a position in First United in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's First United position peaked at $13.5K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held First United as of Q1 2025.

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