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Newbridge Financial Services Group’s Koppers KOP Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-1,864
Closed -$60K – 1505
2021
Q2 		$60K Hold
1,864
– – 0.04% 382
2021
Q1 		$65K Buy
+1,864
New +$65.3K 0.05% 338

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Newbridge Financial Services Group's KOP Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Koppers (KOP) in Q3 2021, closing a stake of 1,864 shares — an estimated $60K sold.

Newbridge Financial Services Group first reported a position in KOP in Q1 2021 and held it in 2 quarters. The position peaked at $65K in Q1 2021. 141 funds tracked by Wall St. Rank hold KOP as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Koppers position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,864 Koppers shares in Q3 2021, an estimated $60K.
  • Newbridge Financial Services Group first reported a position in Koppers in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Koppers position peaked at $65K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Koppers as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.