Coppell Advisory Solutions’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-426	Closed	-$41.9K	–	1663
2024 Q4	$41.9K	Buy	426 +412	+2,943%	+$39K	0.01%	641
2024 Q3	$1.24K	Hold	14	–	–	﹤0.01%	1540
2024 Q2	$1.04K	Buy	+14	New	+$1.04K	﹤0.01%	1497
2023 Q4	$1.08K	Buy	+14	New	+$976	﹤0.01%	1399
2023 Q3	–	Sell	-14	Closed	-$1.02K	–	1520
2023 Q2	$1.02K	Buy	+14	New	+$1.01K	﹤0.01%	1140

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street (STT) in Q1 2025, closing a stake of 426 shares — an estimated $41.9K sold.

Coppell Advisory Solutions first reported a position in STT in Q2 2023 and held it in 5 quarters. The position peaked at $41.9K in Q4 2024. 986 funds tracked by Wall St. Rank hold STT as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 426 State Street shares in Q1 2025, an estimated $41.9K.
Coppell Advisory Solutions first reported a position in State Street in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's State Street position peaked at $41.9K in Q4 2024.
986 funds tracked by Wall St. Rank held State Street as of Q1 2025.

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