Coppell Advisory Solutions’s Skyward Specialty Insurance SKWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$20.2K	Buy	+595	New	+$18.3K	﹤0.01%	735

Other funds holding SKWD

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Coppell Advisory Solutions's SKWD Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Skyward Specialty Insurance (SKWD) in Q4 2023: 595 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings.

148 funds tracked by Wall St. Rank hold SKWD as of Q4 2023.

Coppell Advisory Solutions held 595 shares of Skyward Specialty Insurance worth $20.2K as of Q4 2023.
Skyward Specialty Insurance was a new Coppell Advisory Solutions position in Q4 2023.
Skyward Specialty Insurance made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #735 holding.
148 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.