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Coppell Advisory Solutions’s RBC Bearings RBC Stock Holding History

Coppell Advisory Solutions’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$2.08K – 1495
2024
Q4 		$2.08K Hold
7
– – ﹤0.01% 1532
2024
Q3 		$2.1K Hold
7
– – ﹤0.01% 1437
2024
Q2 		$1.89K Buy
+7
New +$1.88K ﹤0.01% 1397
2023
Q4 		$1.99K Buy
+7
New +$1.72K ﹤0.01% 1295
2023
Q3 		– Sell
-7
Closed -$1.52K – 1476
2023
Q2 		$1.52K Buy
+7
New +$1.52K ﹤0.01% 1061

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of RBC Bearings (RBC) in Q1 2025, closing a stake of 7 shares — an estimated $2.08K sold.

Coppell Advisory Solutions first reported a position in RBC in Q2 2023 and held it in 5 quarters. The position peaked at $2.1K in Q3 2024. 438 funds tracked by Wall St. Rank hold RBC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining RBC Bearings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7 RBC Bearings shares in Q1 2025, an estimated $2.08K.
  • Coppell Advisory Solutions first reported a position in RBC Bearings in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's RBC Bearings position peaked at $2.1K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2025.

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