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Prestige Wealth Management Group’s Koppers KOP Stock Holding History

Prestige Wealth Management 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
2022
Q2 		– Sell
-12
Closed – – 1027
2022
Q1 		$0 Hold
12
– – ﹤0.01% 1017
2021
Q4 		$0 Hold
12
– – ﹤0.01% 1028
2021
Q3 		$0 Hold
12
– – ﹤0.01% 1019
2021
Q2 		$0 Hold
12
– – ﹤0.01% 1001
2021
Q1 		$0 Sell
12
-59
-83% -$2.07K ﹤0.01% 1000
2020
Q4 		$2K Buy
+71
New +$1.85K ﹤0.01% 761

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Prestige Wealth Management Group's KOP Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Koppers (KOP) in Q2 2022, closing a stake of 12 shares.

Prestige Wealth Management Group first reported a position in KOP in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 142 funds tracked by Wall St. Rank hold KOP as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining Koppers position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 12 Koppers shares in Q2 2022.
  • Prestige Wealth Management Group first reported a position in Koppers in Q4 2020 and held it in 6 quarters.
  • Prestige Wealth Management Group's Koppers position peaked at $2K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Koppers as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.