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Coppell Advisory Solutions’s Twin Disc TWIN Stock Holding History

Coppell Advisory Solutions’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$140 – 1753
2024
Q4 		$140 Hold
12
– – ﹤0.01% 1866
2024
Q3 		$154 Hold
12
– – ﹤0.01% 1754
2024
Q2 		$141 Buy
+12
New +$178 ﹤0.01% 1681
2023
Q4 		$194 Sell
12
-26
-68% -$367 ﹤0.01% 1603
2023
Q3 		$369 Buy
38
+15
+65% +$194 ﹤0.01% 1052
2023
Q2 		$259 Buy
+23
New +$252 ﹤0.01% 1297
2023
Q1 		– Sell
-38
Closed -$369 – 1011
2022
Q4 		$369 Buy
+38
New +$402 ﹤0.01% 1053

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $79.8M AUM 78.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return