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Confluence Wealth Services’s Koppers KOP Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-350
Closed -$10K – 732
2021
Q4 		$10K Buy
+350
New +$11.4K ﹤0.01% 920

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Confluence Wealth Services's KOP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Koppers (KOP) in Q1 2022, closing a stake of 350 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in KOP in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 145 funds tracked by Wall St. Rank hold KOP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Koppers position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 350 Koppers shares in Q1 2022, an estimated $10K.
  • Confluence Wealth Services first reported a position in Koppers in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Koppers position peaked at $10K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Koppers as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.