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Coppell Advisory Solutions’s UWM Holdings UWMC Stock Holding History

Coppell Advisory Solutions’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,937
Closed -$11.1K – 1799
2024
Q4 		$11.1K Sell
1,937
-420
-18% -$2.73K ﹤0.01% 1076
2024
Q3 		$19.8K Hold
2,357
– – ﹤0.01% 887
2024
Q2 		$16.3K Buy
+2,357
New +$16.2K ﹤0.01% 861
2023
Q4 		$16.9K Buy
2,357
+1,826
+344% +$10.3K ﹤0.01% 794
2023
Q3 		$1.76K Buy
531
+106
+25% +$611 ﹤0.01% 876
2023
Q2 		$2.4K Buy
+425
New +$2.29K ﹤0.01% 989
2023
Q1 		– Sell
-531
Closed -$1.76K – 1041
2022
Q4 		$1.76K Buy
+531
New +$1.99K ﹤0.01% 876

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
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
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of UWM Holdings (UWMC) in Q1 2025, closing a stake of 1,937 shares — an estimated $11.1K sold.

Coppell Advisory Solutions first reported a position in UWMC in Q4 2022 and held it in 7 quarters. The position peaked at $19.8K in Q3 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining UWM Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,937 UWM Holdings shares in Q1 2025, an estimated $11.1K.
  • Coppell Advisory Solutions first reported a position in UWM Holdings in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's UWM Holdings position peaked at $19.8K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

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