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Coppell Advisory Solutions’s Mobix Labs MOBX Stock Holding History

Coppell Advisory Solutions’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$41.8K – 1265
2024
Q4 		$41.8K Buy
2,500
+1,000
+67% +$10.2K 0.01% 643
2024
Q3 		$15.6K Buy
1,500
+300
+25% +$3.5K ﹤0.01% 950
2024
Q2 		$19.7K Buy
+1,200
New +$27.4K ﹤0.01% 793

Other funds holding MOBX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Mobix Labs (MOBX) in Q1 2025, closing a stake of 2,500 shares — an estimated $41.8K sold.

Coppell Advisory Solutions first reported a position in MOBX in Q2 2024 and held it in 3 quarters. The position peaked at $41.8K in Q4 2024. 25 funds tracked by Wall St. Rank hold MOBX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Mobix Labs position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,500 Mobix Labs shares in Q1 2025, an estimated $41.8K.
  • Coppell Advisory Solutions first reported a position in Mobix Labs in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Mobix Labs position peaked at $41.8K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Mobix Labs as of Q1 2025.

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