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Coppell Advisory Solutions’s Stem STEM Stock Holding History

Coppell Advisory Solutions’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$3.58K – 1859
2023
Q3 		$3.58K Buy
+20
New +$2.28K ﹤0.01% 771
2023
Q1 		– Sell
-20
Closed -$3.58K – 952
2022
Q4 		$3.58K Buy
+20
New +$4.81K ﹤0.01% 775

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Stem (STEM) in Q4 2023, closing a stake of 20 shares — an estimated $3.58K sold.

Coppell Advisory Solutions first reported a position in STEM in Q4 2022 and held it in 2 quarters. The position peaked at $3.58K in Q3 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20 Stem shares in Q4 2023, an estimated $3.58K.
  • Coppell Advisory Solutions first reported a position in Stem in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Stem position peaked at $3.58K in Q3 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

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