CAS
IT icon

Coppell Advisory Solutions’s Gartner IT Stock Holding History

Coppell Advisory Solutions’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$6.8K – 1087
2024
Q4 		$6.8K Buy
14
+3
+27% +$1.55K ﹤0.01% 1242
2024
Q3 		$5.6K Hold
11
– – ﹤0.01% 1238
2024
Q2 		$4.94K Buy
+11
New +$4.89K ﹤0.01% 1202
2023
Q4 		$3.16K Buy
+7
New +$2.8K ﹤0.01% 1207

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Gartner (IT) in Q1 2025, closing a stake of 14 shares — an estimated $6.8K sold.

Coppell Advisory Solutions first reported a position in IT in Q4 2023 and held it in 4 quarters. The position peaked at $6.8K in Q4 2024. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14 Gartner shares in Q1 2025, an estimated $6.8K.
  • Coppell Advisory Solutions first reported a position in Gartner in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Gartner position peaked at $6.8K in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

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