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Coppell Advisory Solutions’s MGIC Investment MTG Stock Holding History

Coppell Advisory Solutions’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-516
Closed -$12.2K – 1286
2024
Q4 		$12.2K Buy
+516
New +$12.9K ﹤0.01% 1037

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 516 shares — an estimated $12.2K sold.

Coppell Advisory Solutions first reported a position in MTG in Q4 2024 and held it in 1 quarter. The position peaked at $12.2K in Q4 2024. 444 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 516 MGIC Investment shares in Q1 2025, an estimated $12.2K.
  • Coppell Advisory Solutions first reported a position in MGIC Investment in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's MGIC Investment position peaked at $12.2K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

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