Coppell Advisory Solutions’s Xcel Brands XELB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12	Closed	-$66	–	1904
2024 Q4	$66	Hold	12	–	–	﹤0.01%	1923
2024 Q3	$92	Hold	12	–	–	﹤0.01%	1798
2024 Q2	$73	Buy	+12	New	+$86	﹤0.01%	1739
2023 Q4	$160	Sell	12 -13	-52%	-$140	﹤0.01%	1612
2023 Q3	$176	Buy	25 +13	+108%	+$188	﹤0.01%	1122
2023 Q2	$227	Buy	+12	New	+$104	﹤0.01%	1312
2023 Q1	–	Sell	-25	Closed	-$176	–	1102
2022 Q4	$176	Buy	+25	New	+$217	﹤0.01%	1123

Other funds holding XELB

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Xcel Brands (XELB) in Q1 2025, closing a stake of 12 shares — an estimated $66 sold.

Coppell Advisory Solutions first reported a position in XELB in Q4 2022 and held it in 7 quarters. The position peaked at $227 in Q2 2023. 10 funds tracked by Wall St. Rank hold XELB as of Q1 2025.

Coppell Advisory Solutions reported no remaining Xcel Brands position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 12 Xcel Brands shares in Q1 2025, an estimated $66.
Coppell Advisory Solutions first reported a position in Xcel Brands in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Xcel Brands position peaked at $227 in Q2 2023.
10 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2025.

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