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Coppell Advisory Solutions’s Nasdaq NDAQ Stock Holding History

Coppell Advisory Solutions’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-53
Closed -$4.1K – 1304
2024
Q4 		$4.1K Hold
53
– – ﹤0.01% 1373
2024
Q3 		$3.85K Hold
53
– – ﹤0.01% 1312
2024
Q2 		$3.19K Buy
+53
New +$3.21K ﹤0.01% 1293
2023
Q4 		$3.08K Buy
+53
New +$2.79K ﹤0.01% 1213
2023
Q3 		– Sell
-226
Closed -$11.3K – 1427
2023
Q2 		$11.3K Buy
+226
New +$12.2K ﹤0.01% 665

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Nasdaq (NDAQ) in Q1 2025, closing a stake of 53 shares — an estimated $4.1K sold.

Coppell Advisory Solutions first reported a position in NDAQ in Q2 2023 and held it in 5 quarters. The position peaked at $11.3K in Q2 2023. 935 funds tracked by Wall St. Rank hold NDAQ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Nasdaq position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 53 Nasdaq shares in Q1 2025, an estimated $4.1K.
  • Coppell Advisory Solutions first reported a position in Nasdaq in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Nasdaq position peaked at $11.3K in Q2 2023.
  • 935 funds tracked by Wall St. Rank held Nasdaq as of Q1 2025.

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