CAS
SMC

Coppell Advisory Solutions’s Summit Midstream SMC Stock Holding History

Coppell Advisory Solutions’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11
Closed -$405 – 1956
2024
Q4 		$405 Hold
11
– – ﹤0.01% 1781
2024
Q3 		$380 Hold
11
– – ﹤0.01% 1681
2024
Q2 		$391 Buy
+11
New +$346 ﹤0.01% 1604
2023
Q4 		$197 Sell
11
-13
-54% -$243 ﹤0.01% 1601
2023
Q3 		$400 Buy
24
+13
+118% +$188 ﹤0.01% 1040
2023
Q2 		$173 Buy
+11
New +$169 ﹤0.01% 1339
2023
Q1 		– Sell
-24
Closed -$400 – 1128
2022
Q4 		$400 Buy
+24
New +$446 ﹤0.01% 1042

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Summit Midstream (SMC) in Q1 2025, closing a stake of 11 shares — an estimated $405 sold.

Coppell Advisory Solutions first reported a position in SMC in Q4 2022 and held it in 7 quarters. The position peaked at $405 in Q4 2024. 61 funds tracked by Wall St. Rank hold SMC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Summit Midstream position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 Summit Midstream shares in Q1 2025, an estimated $405.
  • Coppell Advisory Solutions first reported a position in Summit Midstream in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Summit Midstream position peaked at $405 in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2025.

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