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Coppell Advisory Solutions’s MSCI MSCI Stock Holding History

Coppell Advisory Solutions’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$7.79K – 1278
2024
Q4 		$7.79K Buy
13
+8
+160% +$4.8K ﹤0.01% 1200
2024
Q3 		$2.88K Hold
5
– – ﹤0.01% 1378
2024
Q2 		$2.41K Buy
+5
New +$2.48K ﹤0.01% 1355
2023
Q4 		$2.83K Buy
+5
New +$2.58K ﹤0.01% 1223

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of MSCI (MSCI) in Q1 2025, closing a stake of 13 shares — an estimated $7.79K sold.

Coppell Advisory Solutions first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $7.79K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13 MSCI shares in Q1 2025, an estimated $7.79K.
  • Coppell Advisory Solutions first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's MSCI position peaked at $7.79K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

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