Coppell Advisory Solutions’s NewStar Financial, Inc. NEWS Stock Holding History

Coppell Advisory Solutions’s Portfolio NEWS Stock Details NEWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,814	Closed	-$227K	–	1985
2024 Q2	$227K	Buy	+11,814	New	+$227K	0.04%	235
2023 Q4	$355	Buy	+19	New	+$355	﹤0.01%	1553

Coppell Advisory Solutions's NEWS Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of NewStar Financial, Inc. (NEWS) in Q3 2024, closing a stake of 11,814 shares — an estimated $227K sold.

Coppell Advisory Solutions first reported a position in NEWS in Q4 2023 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 0 funds tracked by Wall St. Rank hold NEWS as of Q3 2024.

Coppell Advisory Solutions reported no remaining NewStar Financial, Inc. position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 11,814 NewStar Financial, Inc. shares in Q3 2024, an estimated $227K.
Coppell Advisory Solutions first reported a position in NewStar Financial, Inc. in Q4 2023 and held it in 2 quarters.
Coppell Advisory Solutions's NewStar Financial, Inc. position peaked at $227K in Q2 2024.
0 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.