Commonwealth Equity Services
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Commonwealth Equity Services’s Koppers KOP Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-5,453
Closed -$202K – 4137
2024
Q2 		$202K Sell
5,453
-1,398
-20% -$65.2K ﹤0.01% 3631
2024
Q1 		$378K Buy
6,851
+1,880
+38% +$97.2K ﹤0.01% 3070
2023
Q4 		$255K Sell
4,971
-1,271
-20% -$53.1K ﹤0.01% 3314
2023
Q3 		$247K Hold
6,242
– – ﹤0.01% 3199
2023
Q2 		$213K Sell
6,242
-40
-0.6% -$1.3K ﹤0.01% 3354
2023
Q1 		$219 Buy
+6,282
New +$209K ﹤0.01% 3235
2022
Q1 		– Sell
-7,358
Closed -$230K – 3759
2021
Q4 		$230K Sell
7,358
-400
-5% -$13.1K ﹤0.01% 3182
2021
Q3 		$242K Sell
7,758
-608
-7% -$18.9K ﹤0.01% 3108
2021
Q2 		$270K Hold
8,366
– – ﹤0.01% 3004
2021
Q1 		$290K Buy
8,366
+1,484
+22% +$52K ﹤0.01% 2796
2020
Q4 		$214K Buy
+6,882
New +$179K ﹤0.01% 2863
2020
Q3 		– Sell
-10,433
Closed -$196K – 3093
2020
Q2 		$196K Buy
+10,433
New +$158K ﹤0.01% 2611
2020
Q1 		– Sell
-10,925
Closed -$417K – 2897
2019
Q4 		$417K Buy
10,925
+350
+3% +$12.3K ﹤0.01% 2054
2019
Q3 		$308K Buy
+10,575
New +$293K ﹤0.01% 2219
2015
Q1 		– Sell
-23,173
Closed -$602K – 2203
2014
Q4 		$602K Buy
23,173
+6,703
+41% +$207K 0.01% 1168
2014
Q3 		$546K Buy
16,470
+898
+6% +$32.6K 0.01% 1188
2014
Q2 		$596K Buy
15,572
+3,570
+30% +$140K 0.01% 1141
2014
Q1 		$495K Buy
12,002
+1,398
+13% +$57.1K 0.01% 1164
2013
Q4 		$485K Buy
10,604
+2,178
+26% +$98.7K 0.01% 1150
2013
Q3 		$359K Buy
+8,426
New +$332K 0.01% 1262

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services's KOP Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Koppers (KOP) in Q3 2024, closing a stake of 5,453 shares — an estimated $202K sold.

Commonwealth Equity Services first reported a position in KOP in Q3 2013 and held it in 20 quarters. The position peaked at $602K in Q4 2014. 191 funds tracked by Wall St. Rank hold KOP as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Koppers position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,453 Koppers shares in Q3 2024, an estimated $202K.
  • Commonwealth Equity Services first reported a position in Koppers in Q3 2013 and held it in 20 quarters.
  • Commonwealth Equity Services's Koppers position peaked at $602K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held Koppers as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.