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Coppell Advisory Solutions’s First National Corp FXNC Stock Holding History

Coppell Advisory Solutions’s Portfolio FXNC Stock Details FXNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-49,656
Closed -$849K – 1788
2023
Q3 		$849K Sell
49,656
-100,856
-67% -$1.72M 0.29% 80
2023
Q2 		$2.34M Buy
150,512
+122,741
+442% +$1.88M 0.66% 28
2023
Q1 		$425K Sell
27,771
-18,941
-41% -$327K 0.14% 132
2022
Q4 		$798K Buy
+46,712
New +$791K 0.27% 90

Other funds holding FXNC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of First National Corp (FXNC) in Q4 2023, closing a stake of 49,656 shares — an estimated $849K sold.

Coppell Advisory Solutions first reported a position in FXNC in Q4 2022 and held it in 4 quarters. The position peaked at $2.34M in Q2 2023. 27 funds tracked by Wall St. Rank hold FXNC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining First National Corp position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 49,656 First National Corp shares in Q4 2023, an estimated $849K.
  • Coppell Advisory Solutions first reported a position in First National Corp in Q4 2022 and held it in 4 quarters.
  • Coppell Advisory Solutions's First National Corp position peaked at $2.34M in Q2 2023.
  • 27 funds tracked by Wall St. Rank held First National Corp as of Q4 2023.

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