Coppell Advisory Solutions’s American Strategic Investment Co NYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,436	Closed	-$194K	–	414
2025 Q1	$194K	Buy	17,436 +16,984	+3,758%	+$171K	0.03%	318
2024 Q4	$3.82K	Hold	452	–	–	﹤0.01%	1389
2024 Q3	$3.82K	Sell	452 -30	-6%	-$272	﹤0.01%	1314
2024 Q2	$4.61K	Buy	+482	New	+$3.72K	﹤0.01%	1217
2023 Q4	$3.84K	Buy	+482	New	+$4K	﹤0.01%	1166
2023 Q3	–	Sell	-30	Closed	-$250	–	1440
2023 Q2	$250	Buy	+30	New	+$272	﹤0.01%	1300

Other funds holding NYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Coppell Advisory Solutions's NYC Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of American Strategic Investment Co (NYC) in Q2 2025, closing a stake of 17,436 shares — an estimated $194K sold.

Coppell Advisory Solutions first reported a position in NYC in Q2 2023 and held it in 6 quarters. The position peaked at $194K in Q1 2025. 20 funds tracked by Wall St. Rank hold NYC as of Q2 2025.

Coppell Advisory Solutions reported no remaining American Strategic Investment Co position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 17,436 American Strategic Investment Co shares in Q2 2025, an estimated $194K.
Coppell Advisory Solutions first reported a position in American Strategic Investment Co in Q2 2023 and held it in 6 quarters.
Coppell Advisory Solutions's American Strategic Investment Co position peaked at $194K in Q1 2025.
20 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.