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Harvest Group Wealth Management’s Koppers KOP Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-36
Closed -$1K – 387
2020
Q4 		$1K Hold
36
– – ﹤0.01% 494
2020
Q3 		$1K Hold
36
– – ﹤0.01% 471
2020
Q2 		$0 Buy
+36
New +$547 ﹤0.01% 672

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Group Wealth Management's KOP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Koppers (KOP) in Q1 2021, closing a stake of 36 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in KOP in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 147 funds tracked by Wall St. Rank hold KOP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Koppers position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 Koppers shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Koppers in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Koppers position peaked at $1K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Koppers as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.