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Carolinas Wealth Consulting’s Koppers KOP Stock Holding History

Carolinas Wealth Consulting’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
-322
Closed -$7K – 909
2022
Q2 		$7K Buy
322
+1
+0.3% +$25 ﹤0.01% 630
2022
Q1 		$9K Hold
321
– – ﹤0.01% 621
2021
Q4 		$10K Buy
+321
New +$10.5K ﹤0.01% 611

Other funds holding KOP

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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

Carolinas Wealth Consulting's KOP Position: Q3 2022 in Review

Carolinas Wealth Consulting sold out of Koppers (KOP) in Q3 2022, closing a stake of 322 shares — an estimated $7K sold.

Carolinas Wealth Consulting first reported a position in KOP in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 138 funds tracked by Wall St. Rank hold KOP as of Q3 2022.

  • Carolinas Wealth Consulting reported no remaining Koppers position as of Q3 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 322 Koppers shares in Q3 2022, an estimated $7K.
  • Carolinas Wealth Consulting first reported a position in Koppers in Q4 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Koppers position peaked at $10K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Koppers as of Q3 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.