Crewe Advisors’s Koppers KOP Stock Holding History

Crewe 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
2023 Q4	–	Sell	-4	Closed	-$159	–	577
2023 Q3	$159	Hold	4	–	–	﹤0.01%	468
2023 Q2	$137	Buy	+4	New	+$130	﹤0.01%	790

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crewe Advisors's KOP Position: Q4 2023 in Review

Crewe Advisors sold out of Koppers (KOP) in Q4 2023, closing a stake of 4 shares — an estimated $159 sold.

Crewe Advisors first reported a position in KOP in Q2 2023 and held it in 2 quarters. The position peaked at $159 in Q3 2023. 180 funds tracked by Wall St. Rank hold KOP as of Q4 2023.

Crewe Advisors reported no remaining Koppers position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 4 Koppers shares in Q4 2023, an estimated $159.
Crewe Advisors first reported a position in Koppers in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Koppers position peaked at $159 in Q3 2023.
180 funds tracked by Wall St. Rank held Koppers as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.