CAPTRUST Financial Advisors
KOP icon

CAPTRUST Financial Advisors’s Koppers KOP Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,477
Closed -$33K – 3114
2022
Q2 		$33K Buy
1,477
+471
+47% +$11.9K ﹤0.01% 3053
2022
Q1 		$28K Buy
1,006
+553
+122% +$16.3K ﹤0.01% 3196
2021
Q4 		$14K Hold
453
– – ﹤0.01% 3523
2021
Q3 		$14K Buy
453
+24
+6% +$747 ﹤0.01% 3399
2021
Q2 		$14K Buy
429
+33
+8% +$1.11K ﹤0.01% 3346
2021
Q1 		$14K Buy
396
+211
+114% +$7.39K ﹤0.01% 3239
2020
Q4 		$6K Buy
185
+112
+153% +$2.92K ﹤0.01% 2777
2020
Q3 		$2K Hold
73
– – ﹤0.01% 2779
2020
Q2 		$1K Buy
+73
New +$1.11K ﹤0.01% 2715

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CAPTRUST Financial Advisors's KOP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Koppers (KOP) in Q3 2022, closing a stake of 1,477 shares — an estimated $33K sold.

CAPTRUST Financial Advisors first reported a position in KOP in Q2 2020 and held it in 9 quarters. The position peaked at $33K in Q2 2022. 138 funds tracked by Wall St. Rank hold KOP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Koppers position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,477 Koppers shares in Q3 2022, an estimated $33K.
  • CAPTRUST Financial Advisors first reported a position in Koppers in Q2 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Koppers position peaked at $33K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Koppers as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.