Laura Wajs

@Coppell Advisory Solutions Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$679.695M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DYDycom Industries Inc Recent Activity Exited	0%	$19,914 118 shares@ $168.77 avg price	Exited
UPWKUpwork Inc Com Recent Activity Exited	0%	$19,103 1,777 shares@ $10.76 avg price	Exited
NRIXNurix Therapeutics Inc Recent Activity Exited	0%	$19,054 913 shares@ $20.87 avg price	Exited
IASIntegral Ad Science Holding Corp Recent Activity Exited	0%	$18,410 1,894 shares@ $9.73 avg price	Exited
ODDOddity Tech Ltd F Class A Recent Activity Exited	0%	$18,334 467 shares@ $39.26 avg price	Exited
BLBDBlue Bird Corp Com Recent Activity Exited	0%	$18,309 340 shares@ $53.85 avg price	Exited
MRVIMaravai Lifesciences Holdings Inc - Ordinary Shares - Class A Recent Activity Exited	0%	$18,279 2,553 shares@ $7.16 avg price	Exited
AFRMAffirm Holdings Inc - Ordinary Shares - Class A Recent Activity Exited	0%	$18,066 598 shares@ $30.22 avg price	Exited
ANABAnaptysbio Inc Com Recent Activity Exited	0%	$17,893 714 shares@ $25.07 avg price	Exited
OLEDUniversal Display Corp Com Recent Activity Exited	0%	$17,240 82 shares@ $210.25 avg price	Exited