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Coppell Advisory Solutions’s Pulmonx LUNG Stock Holding History

Coppell Advisory Solutions’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,822
Closed -$53.9K – 1823
2023
Q3 		$53.9K Buy
3,822
+2,422
+173% +$28.1K 0.02% 285
2023
Q2 		$10.1K Buy
+1,400
New +$17.1K ﹤0.01% 685
2023
Q1 		– Sell
-1,000
Closed -$14.1K – 700
2022
Q4 		$14.1K Buy
+1,000
New +$9.51K ﹤0.01% 550

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Pulmonx (LUNG) in Q4 2023, closing a stake of 3,822 shares — an estimated $53.9K sold.

Coppell Advisory Solutions first reported a position in LUNG in Q4 2022 and held it in 3 quarters. The position peaked at $53.9K in Q3 2023. 123 funds tracked by Wall St. Rank hold LUNG as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Pulmonx position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,822 Pulmonx shares in Q4 2023, an estimated $53.9K.
  • Coppell Advisory Solutions first reported a position in Pulmonx in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Pulmonx position peaked at $53.9K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Pulmonx as of Q4 2023.

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