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Laura Wajs

@Coppell Advisory Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$679.695MTotal holdings1877
Assets growth rate12.1%Assets growth rate (2-Q avg)16.45%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Coppell Advisory Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1877 positions.

Assets under management

The assets under management (AUM) of Coppell Advisory Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 679.695M in assets, with a quarterly growth rate of 12.1% and a 2-quarter average growth rate of 16.45%. The portfolio is managed by Laura Wajs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRNAModerna Inc Com
Recent Activity
Exited
0%
$28,738
242 shares@ $118.76 avg price
RSIRush Street Interactive, Class A
Recent Activity
Exited
0%
$23,697
2,471 shares@ $9.6 avg price
ZIONZions Bancorp Na
Recent Activity
Exited
0%
$23,593
544 shares@ $43.37 avg price
GNKGenco Shipping & Trading Ltd Com
Recent Activity
Exited
0%
$22,674
1,064 shares@ $21.32 avg price
PAYOPayoneer Global Inc Com
Recent Activity
Exited
0%
$22,398
4,043 shares@ $5.54 avg price
TPHTri Point Homes Inc.
Recent Activity
Exited
0%
$22,313
599 shares@ $37.26 avg price
HGHamilton Insurance Gro F Class B
Recent Activity
Exited
0%
$21,778
1,308 shares@ $16.65 avg price
ARQTArcutis Biotherapeutics
Recent Activity
Exited
0%
$21,567
2,319 shares@ $9.31 avg price
AUSTProshares Trust Ultr 7-10 Trea Etf
Recent Activity
Exited
0%
$21,465
510 shares@ $42.09 avg price
CRTOCriteo S.a Adr
Recent Activity
Exited
0%
$21,199
562 shares@ $37.73 avg price