EverSource Wealth Advisors’s Koppers KOP Stock Holding History

EverSource Wealth 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
2026 Q1	$8.35K	Sell	216 -3	-1%	-$100	﹤0.01%	3012
2025 Q4	$5.93K	Sell	219 -111	-34%	-$3.1K	﹤0.01%	3053
2025 Q3	$9.24K	Sell	330 -126	-28%	-$3.88K	﹤0.01%	2865
2025 Q2	$14.7K	Buy	456 +110	+32%	+$3.16K	﹤0.01%	2544
2025 Q1	$9.69K	Buy	346 +182	+111%	+$5.48K	﹤0.01%	2126
2024 Q4	$5.31K	Buy	164 +3	+2%	+$107	﹤0.01%	2315
2024 Q3	$5.88K	Sell	161 -33	-17%	-$1.23K	﹤0.01%	2161
2024 Q2	$7.9K	Hold	194	–	–	﹤0.01%	1995
2024 Q1	$9.95K	Hold	194	–	–	﹤0.01%	1690
2023 Q4	$9.94K	Hold	194	–	–	﹤0.01%	1559
2023 Q3	$7.67K	Hold	194	–	–	﹤0.01%	1523
2023 Q2	$6.62K	Hold	194	–	–	﹤0.01%	1612
2023 Q1	$6.78K	Sell	194 -115	-37%	-$3.82K	﹤0.01%	1535
2022 Q4	$8.71K	Buy	309 +105	+51%	+$2.83K	﹤0.01%	1380
2022 Q3	$4K	Buy	+204	New	+$4.7K	﹤0.01%	1447
2022 Q2	–	Sell	-63	Closed	-$2K	–	1807
2022 Q1	$2K	Sell	63 -127	-67%	-$3.75K	﹤0.01%	1535
2021 Q4	$6K	Buy	+190	New	+$6.2K	﹤0.01%	1185

Other funds holding KOP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 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

Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM