Avior Wealth Management’s Koppers KOP Stock Holding History

Avior Wealth Management’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$220	–	3032
2024 Q1	$220	Buy	+4	New	+$207	﹤0.01%	2836

Other funds holding KOP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Avior Wealth Management's KOP Position: Q2 2024 in Review

Avior Wealth Management sold out of Koppers (KOP) in Q2 2024, closing a stake of 4 shares — an estimated $220 sold.

Avior Wealth Management first reported a position in KOP in Q1 2024 and held it in 1 quarter. The position peaked at $220 in Q1 2024. 184 funds tracked by Wall St. Rank hold KOP as of Q2 2024.

Avior Wealth Management reported no remaining Koppers position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 Koppers shares in Q2 2024, an estimated $220.
Avior Wealth Management first reported a position in Koppers in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Koppers position peaked at $220 in Q1 2024.
184 funds tracked by Wall St. Rank held Koppers as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.