Coppell Advisory Solutions’s Macy's M Stock Holding History

Coppell Advisory Solutions’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-218	Closed	-$3.66K	–	1211
2024 Q4	$3.66K	Hold	218	–	–	﹤0.01%	1405
2024 Q3	$3.32K	Hold	218	–	–	﹤0.01%	1350
2024 Q2	$4.19K	Buy	+218	New	+$4.16K	﹤0.01%	1232
2023 Q4	$4.39K	Sell	218 -20	-8%	-$289	﹤0.01%	1126
2023 Q3	$4.92K	Buy	238 +229	+2,544%	+$3.21K	﹤0.01%	718
2023 Q2	$144	Buy	+9	New	+$144	﹤0.01%	1354
2023 Q1	–	Sell	-229	Closed	-$4.73K	–	706
2022 Q4	$4.73K	Buy	+229	New	+$4.69K	﹤0.01%	724

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Macy's (M) in Q1 2025, closing a stake of 218 shares — an estimated $3.66K sold.

Coppell Advisory Solutions first reported a position in M in Q4 2022 and held it in 7 quarters. The position peaked at $4.92K in Q3 2023. 412 funds tracked by Wall St. Rank hold M as of Q1 2025.

Coppell Advisory Solutions reported no remaining Macy's position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 218 Macy's shares in Q1 2025, an estimated $3.66K.
Coppell Advisory Solutions first reported a position in Macy's in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Macy's position peaked at $4.92K in Q3 2023.
412 funds tracked by Wall St. Rank held Macy's as of Q1 2025.

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