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Coppell Advisory Solutions’s ProShares Short Real Estate REK Stock Holding History

Coppell Advisory Solutions’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,500
Closed -$24.3K – 2062
2024
Q3 		$24.3K Sell
1,500
-259
-15% -$4.49K ﹤0.01% 781
2024
Q2 		$33.2K Buy
+1,759
New +$34.4K 0.01% 609
2023
Q4 		$31.6K Buy
+1,732
New +$36.1K 0.01% 607

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WAM
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HCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's REK Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of ProShares Short Real Estate (REK) in Q4 2024, closing a stake of 1,500 shares — an estimated $24.3K sold.

Coppell Advisory Solutions first reported a position in REK in Q4 2023 and held it in 3 quarters. The position peaked at $33.2K in Q2 2024. 9 funds tracked by Wall St. Rank hold REK as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining ProShares Short Real Estate position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,500 ProShares Short Real Estate shares in Q4 2024, an estimated $24.3K.
  • Coppell Advisory Solutions first reported a position in ProShares Short Real Estate in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's ProShares Short Real Estate position peaked at $33.2K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.