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Coppell Advisory Solutions’s Sally Beauty Holdings SBH Stock Holding History

Coppell Advisory Solutions’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$188 – 2066
2024
Q3 		$188 Hold
14
– – ﹤0.01% 1736
2024
Q2 		$150 Buy
+14
New +$154 ﹤0.01% 1677
2023
Q4 		$186 Sell
14
-17
-55% -$165 ﹤0.01% 1605
2023
Q3 		$388 Buy
31
+17
+121% +$180 ﹤0.01% 1046
2023
Q2 		$172 Buy
+14
New +$178 ﹤0.01% 1340
2023
Q1 		– Sell
-31
Closed -$388 – 895
2022
Q4 		$388 Buy
+31
New +$381 ﹤0.01% 1047

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Sally Beauty Holdings (SBH) in Q4 2024, closing a stake of 14 shares — an estimated $188 sold.

Coppell Advisory Solutions first reported a position in SBH in Q4 2022 and held it in 6 quarters. The position peaked at $388 in Q3 2023. 248 funds tracked by Wall St. Rank hold SBH as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Sally Beauty Holdings position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14 Sally Beauty Holdings shares in Q4 2024, an estimated $188.
  • Coppell Advisory Solutions first reported a position in Sally Beauty Holdings in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Sally Beauty Holdings position peaked at $388 in Q3 2023.
  • 248 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2024.

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