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Coppell Advisory Solutions’s Moelis & Co MC Stock Holding History

Coppell Advisory Solutions’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$192 – 1824
2023
Q3 		$192 Buy
+5
New +$235 ﹤0.01% 1114
2023
Q1 		– Sell
-5
Closed -$192 – 712
2022
Q4 		$192 Buy
+5
New +$203 ﹤0.01% 1116

Other funds holding MC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 5 shares — an estimated $192 sold.

Coppell Advisory Solutions first reported a position in MC in Q4 2022 and held it in 2 quarters. The position peaked at $192 in Q3 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5 Moelis & Co shares in Q4 2023, an estimated $192.
  • Coppell Advisory Solutions first reported a position in Moelis & Co in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Moelis & Co position peaked at $192 in Q3 2023.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

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