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Dynamic Advisor Solutions’s Koppers KOP Stock Holding History

Dynamic Advisor Solutions’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
-15,340
Closed -$567K – 969
2024
Q2 		$567K Buy
+15,340
New +$715K 0.02% 596

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

Dynamic Advisor Solutions's KOP Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Koppers (KOP) in Q3 2024, closing a stake of 15,340 shares — an estimated $567K sold.

Dynamic Advisor Solutions first reported a position in KOP in Q2 2024 and held it in 1 quarter. The position peaked at $567K in Q2 2024. 191 funds tracked by Wall St. Rank hold KOP as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Koppers position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,340 Koppers shares in Q3 2024, an estimated $567K.
  • Dynamic Advisor Solutions first reported a position in Koppers in Q2 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Koppers position peaked at $567K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Koppers as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.