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Coppell Advisory Solutions’s Zeta Global ZETA Stock Holding History

Coppell Advisory Solutions’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,693
Closed -$30.6K – 1929
2024
Q4 		$30.6K Buy
1,693
+1,201
+244% +$30.3K ﹤0.01% 735
2024
Q3 		$14.5K Hold
492
– – ﹤0.01% 975
2024
Q2 		$8.68K Buy
+492
New +$7.22K ﹤0.01% 1055
2023
Q4 		$4.34K Buy
+492
New +$4.13K ﹤0.01% 1128

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Zeta Global (ZETA) in Q1 2025, closing a stake of 1,693 shares — an estimated $30.6K sold.

Coppell Advisory Solutions first reported a position in ZETA in Q4 2023 and held it in 4 quarters. The position peaked at $30.6K in Q4 2024. 306 funds tracked by Wall St. Rank hold ZETA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Zeta Global position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,693 Zeta Global shares in Q1 2025, an estimated $30.6K.
  • Coppell Advisory Solutions first reported a position in Zeta Global in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Zeta Global position peaked at $30.6K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Zeta Global as of Q1 2025.

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