CAS
SNMP

Coppell Advisory Solutions’s Evolve Transition Infrastructure LP SNMP Stock Holding History

Coppell Advisory Solutions’s Portfolio SNMP Stock Details SNMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$4 Sell
3
-344
-99% -$524 ﹤0.01% 1719
2023
Q3 		$42 Buy
+347
New +$1.21K ﹤0.01% 1172
2023
Q1 		– Sell
-12
Closed -$42 – 1193
2022
Q4 		$42 Buy
+12
New +$80 ﹤0.01% 1172

Other funds holding SNMP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Coppell Advisory Solutions reduced its Evolve Transition Infrastructure LP (SNMP) stake by 99% in Q4 2023, selling an estimated $524 and leaving 3 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Coppell Advisory Solutions first reported a position in SNMP in Q4 2022 and has held it in 3 quarters since. The position peaked at $42 in Q3 2023. 9 funds tracked by Wall St. Rank hold SNMP as of Q4 2023.

  • Coppell Advisory Solutions held 3 shares of Evolve Transition Infrastructure LP worth $4 as of Q4 2023.
  • Coppell Advisory Solutions sold 344 Evolve Transition Infrastructure LP shares in Q4 2023, an estimated $524.
  • Evolve Transition Infrastructure LP made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1719 holding.
  • Coppell Advisory Solutions first reported a position in Evolve Transition Infrastructure LP in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions's Evolve Transition Infrastructure LP position peaked at $42 in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Evolve Transition Infrastructure LP as of Q4 2023.

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