CAS
X

Coppell Advisory Solutions’s US Steel X Stock Holding History

Coppell Advisory Solutions’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-522
Closed -$16.2K – 1900
2024
Q4 		$16.2K Hold
522
– – ﹤0.01% 943
2024
Q3 		$18.6K Hold
522
– – ﹤0.01% 901
2024
Q2 		$19.7K Buy
+522
New +$19.9K ﹤0.01% 791
2023
Q4 		$5.01K Sell
103
-2
-2% -$73 ﹤0.01% 1103
2023
Q3 		$2.63K Buy
105
+24
+30% +$673 ﹤0.01% 814
2023
Q2 		$2.02K Buy
+81
New +$1.89K ﹤0.01% 1017
2023
Q1 		– Sell
-105
Closed -$2.63K – 1099
2022
Q4 		$2.63K Buy
+105
New +$2.42K ﹤0.01% 815

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of US Steel (X) in Q1 2025, closing a stake of 522 shares — an estimated $16.2K sold.

Coppell Advisory Solutions first reported a position in X in Q4 2022 and held it in 7 quarters. The position peaked at $19.7K in Q2 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 522 US Steel shares in Q1 2025, an estimated $16.2K.
  • Coppell Advisory Solutions first reported a position in US Steel in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's US Steel position peaked at $19.7K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

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