CAS
HCWC

Coppell Advisory Solutions’s Healthy Choice Wellness HCWC Stock Holding History

Coppell Advisory Solutions’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$8 – 1961
2024
Q4 		$8 Hold
9
– – ﹤0.01% 1969
2024
Q3 		$23 Buy
+9
New +$28 ﹤0.01% 1856

Other funds holding HCWC

TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Healthy Choice Wellness (HCWC) in Q1 2025, closing a stake of 9 shares — an estimated $8 sold.

Coppell Advisory Solutions first reported a position in HCWC in Q3 2024 and held it in 2 quarters. The position peaked at $23 in Q3 2024. 26 funds tracked by Wall St. Rank hold HCWC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Healthy Choice Wellness position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9 Healthy Choice Wellness shares in Q1 2025, an estimated $8.
  • Coppell Advisory Solutions first reported a position in Healthy Choice Wellness in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Healthy Choice Wellness position peaked at $23 in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2025.

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