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Coppell Advisory Solutions’s Taylor Devices TAYD Stock Holding History

Coppell Advisory Solutions’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$592 – 1682
2024
Q4 		$592 Hold
14
– – ﹤0.01% 1736
2024
Q3 		$718 Hold
14
– – ﹤0.01% 1618
2024
Q2 		$630 Buy
+14
New +$679 ﹤0.01% 1566
2023
Q4 		$309 Sell
14
-17
-55% -$381 ﹤0.01% 1567
2023
Q3 		$440 Buy
31
+17
+121% +$382 ﹤0.01% 1029
2023
Q2 		$363 Buy
+14
New +$295 ﹤0.01% 1267
2023
Q1 		– Sell
-31
Closed -$440 – 966
2022
Q4 		$440 Buy
+31
New +$376 ﹤0.01% 1032

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Taylor Devices (TAYD) in Q1 2025, closing a stake of 14 shares — an estimated $592 sold.

Coppell Advisory Solutions first reported a position in TAYD in Q4 2022 and held it in 7 quarters. The position peaked at $718 in Q3 2024. 51 funds tracked by Wall St. Rank hold TAYD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Taylor Devices position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14 Taylor Devices shares in Q1 2025, an estimated $592.
  • Coppell Advisory Solutions first reported a position in Taylor Devices in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Taylor Devices position peaked at $718 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2025.

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