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Coppell Advisory Solutions’s Natural Alternatives International NAII Stock Holding History

Coppell Advisory Solutions’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$13 – 1295
2024
Q4 		$13 Hold
3
– – ﹤0.01% 1963
2024
Q3 		$20 Hold
3
– – ﹤0.01% 1857
2024
Q2 		$18 Buy
+3
New +$19 ﹤0.01% 1777
2023
Q4 		$19 Buy
+3
New +$19 ﹤0.01% 1700

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CSC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Coppell Advisory Solutions sold out of Natural Alternatives International (NAII) in Q1 2025, closing a stake of 3 shares — an estimated $13 sold.

Coppell Advisory Solutions first reported a position in NAII in Q4 2023 and held it in 4 quarters. The position peaked at $20 in Q3 2024. 22 funds tracked by Wall St. Rank hold NAII as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Natural Alternatives International position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Natural Alternatives International shares in Q1 2025, an estimated $13.
  • Coppell Advisory Solutions first reported a position in Natural Alternatives International in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Natural Alternatives International position peaked at $20 in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Natural Alternatives International as of Q1 2025.

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