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LGT Financial Advisors’s Koppers KOP Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-167
Closed -$5.41K – 534
2024
Q4 		$5.41K Hold
167
– – 0.01% 533
2024
Q3 		$6.1K Hold
167
– – 0.02% 501
2024
Q2 		$6.18K Hold
167
– – 0.01% 557
2024
Q1 		$9.21K Hold
167
– – 0.01% 512
2023
Q4 		$8.55K Hold
167
– – 0.01% 514
2023
Q3 		$6.61K Buy
+167
New +$6.32K 0.01% 563

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LGT Financial Advisors's KOP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Koppers (KOP) in Q1 2025, closing a stake of 167 shares — an estimated $5.41K sold.

LGT Financial Advisors first reported a position in KOP in Q3 2023 and held it in 6 quarters. The position peaked at $9.21K in Q1 2024. 185 funds tracked by Wall St. Rank hold KOP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Koppers position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 167 Koppers shares in Q1 2025, an estimated $5.41K.
  • LGT Financial Advisors first reported a position in Koppers in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Koppers position peaked at $9.21K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Koppers as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.