Coppell Advisory Solutions’s Ring Energy REI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-222	Closed	-$295	–	1502
2024 Q4	$295	Hold	222	–	–	﹤0.01%	1806
2024 Q3	$355	Hold	222	–	–	﹤0.01%	1689
2024 Q2	$375	Buy	+222	New	+$408	﹤0.01%	1607
2023 Q4	$324	Sell	222 -243	-52%	-$400	﹤0.01%	1559
2023 Q3	$1.14K	Buy	465 +243	+109%	+$487	﹤0.01%	926
2023 Q2	$386	Buy	+222	New	+$407	﹤0.01%	1258
2023 Q1	–	Sell	-465	Closed	-$1.14K	–	865
2022 Q4	$1.14K	Buy	+465	New	+$1.28K	﹤0.01%	928

Other funds holding REI

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Ring Energy (REI) in Q1 2025, closing a stake of 222 shares — an estimated $295 sold.

Coppell Advisory Solutions first reported a position in REI in Q4 2022 and held it in 7 quarters. The position peaked at $1.14K in Q3 2023. 144 funds tracked by Wall St. Rank hold REI as of Q1 2025.

Coppell Advisory Solutions reported no remaining Ring Energy position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 222 Ring Energy shares in Q1 2025, an estimated $295.
Coppell Advisory Solutions first reported a position in Ring Energy in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Ring Energy position peaked at $1.14K in Q3 2023.
144 funds tracked by Wall St. Rank held Ring Energy as of Q1 2025.

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