Sowell Financial Services’s Koppers KOP Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-604	Closed	-$22K	–	1709
2021 Q1	$22K	Buy	+604	New	+$21.2K	﹤0.01%	2022

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sowell Financial Services's KOP Position: Q2 2021 in Review

Sowell Financial Services sold out of Koppers (KOP) in Q2 2021, closing a stake of 604 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in KOP in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 139 funds tracked by Wall St. Rank hold KOP as of Q2 2021.

Sowell Financial Services reported no remaining Koppers position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 604 Koppers shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in Koppers in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's Koppers position peaked at $22K in Q1 2021.
139 funds tracked by Wall St. Rank held Koppers as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.