CAS
MSB

Coppell Advisory Solutions’s Mesabi Trust MSB Stock Holding History

Coppell Advisory Solutions’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-112
Closed -$3.08K – 1276
2024
Q4 		$3.08K Hold
112
– – ﹤0.01% 1451
2024
Q3 		$1.91K Buy
+112
New +$2.05K ﹤0.01% 1452

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Mesabi Trust (MSB) in Q1 2025, closing a stake of 112 shares — an estimated $3.08K sold.

Coppell Advisory Solutions first reported a position in MSB in Q3 2024 and held it in 2 quarters. The position peaked at $3.08K in Q4 2024. 64 funds tracked by Wall St. Rank hold MSB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Mesabi Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 112 Mesabi Trust shares in Q1 2025, an estimated $3.08K.
  • Coppell Advisory Solutions first reported a position in Mesabi Trust in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Mesabi Trust position peaked at $3.08K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Mesabi Trust as of Q1 2025.

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