Coppell Advisory Solutions’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-335	Closed	-$2.34K	–	1786
2024 Q4	$2.34K	Hold	335	–	–	﹤0.01%	1507
2024 Q3	$2.38K	Hold	335	–	–	﹤0.01%	1414
2024 Q2	$2.27K	Buy	+335	New	+$2.28K	﹤0.01%	1363
2023 Q4	$2.13K	Sell	335 -67	-17%	-$407	﹤0.01%	1283
2023 Q3	$2.29K	Hold	402	–	–	﹤0.01%	825
2023 Q2	$2.56K	Buy	+402	New	+$2.46K	﹤0.01%	974
2023 Q1	–	Sell	-402	Closed	-$2.29K	–	1032
2022 Q4	$2.29K	Buy	+402	New	+$2.4K	﹤0.01%	826

Other funds holding USA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 335 shares — an estimated $2.34K sold.

Coppell Advisory Solutions first reported a position in USA in Q4 2022 and held it in 7 quarters. The position peaked at $2.56K in Q2 2023. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

Coppell Advisory Solutions reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 335 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $2.34K.
Coppell Advisory Solutions first reported a position in Liberty All-Star Equity Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Liberty All-Star Equity Fund position peaked at $2.56K in Q2 2023.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

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