New Wave Wealth Advisors’s Koppers KOP Stock Holding History

New Wave 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
2025 Q1	–	Sell	-81	Closed	-$2.62K	–	421
2024 Q4	$2.62K	Buy	+81	New	+$2.89K	﹤0.01%	512

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

New Wave Wealth Advisors's KOP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Koppers (KOP) in Q1 2025, closing a stake of 81 shares — an estimated $2.62K sold.

New Wave Wealth Advisors first reported a position in KOP in Q4 2024 and held it in 1 quarter. The position peaked at $2.62K in Q4 2024. 185 funds tracked by Wall St. Rank hold KOP as of Q1 2025.

New Wave Wealth Advisors reported no remaining Koppers position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 81 Koppers shares in Q1 2025, an estimated $2.62K.
New Wave Wealth Advisors first reported a position in Koppers in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Koppers position peaked at $2.62K in Q4 2024.
185 funds tracked by Wall St. Rank held Koppers as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.