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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 $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Twin Disc (TWIN) in Q1 2025, closing a stake of 12 shares — an estimated $140 sold.

Coppell Advisory Solutions first reported a position in TWIN in Q4 2022 and held it in 7 quarters. The position peaked at $369 in Q3 2023. 76 funds tracked by Wall St. Rank hold TWIN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Twin Disc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 12 Twin Disc shares in Q1 2025, an estimated $140.
  • Coppell Advisory Solutions first reported a position in Twin Disc in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Twin Disc position peaked at $369 in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Twin Disc as of Q1 2025.

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