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Sequoia Financial Advisors’s Koppers KOP Stock Holding History

Sequoia 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
Q3 		– Sell
-7,084
Closed -$228K – 1784
2025
Q2 		$228K Buy
+7,084
New +$203K ﹤0.01% 1421
2025
Q1 		– Sell
-6,512
Closed -$211K – 1426
2024
Q4 		$211K Buy
6,512
+80
+1% +$2.86K ﹤0.01% 1193
2024
Q3 		$235K Sell
6,432
-98
-2% -$3.66K ﹤0.01% 1097
2024
Q2 		$242K Buy
+6,530
New +$304K ﹤0.01% 990
2024
Q1 		– Sell
-6,397
Closed -$328K – 1242
2023
Q4 		$328K Buy
+6,397
New +$267K ﹤0.01% 891

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Sequoia Financial Advisors's KOP Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Koppers (KOP) in Q3 2025, closing a stake of 7,084 shares — an estimated $228K sold.

Sequoia Financial Advisors first reported a position in KOP in Q4 2023 and held it in 5 quarters. The position peaked at $328K in Q4 2023. 200 funds tracked by Wall St. Rank hold KOP as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Koppers position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,084 Koppers shares in Q3 2025, an estimated $228K.
  • Sequoia Financial Advisors first reported a position in Koppers in Q4 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's Koppers position peaked at $328K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Koppers as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.