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Coppell Advisory Solutions’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Coppell Advisory Solutions’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-192
Closed -$6.94K – 964
2024
Q4 		$6.94K Buy
+192
New +$7.57K ﹤0.01% 1236

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VA
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Morgan Stanley
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2025, closing a stake of 192 shares — an estimated $6.94K sold.

Coppell Advisory Solutions first reported a position in GUNR in Q4 2024 and held it in 1 quarter. The position peaked at $6.94K in Q4 2024. 262 funds tracked by Wall St. Rank hold GUNR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 192 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2025, an estimated $6.94K.
  • Coppell Advisory Solutions first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's FlexShares Global Upstream Natural Resources Index Fund position peaked at $6.94K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2025.

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