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Spire Wealth Management’s Koppers KOP Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-1,012
Closed -$32K – 2968
2021
Q3 		$32K Buy
+1,012
New +$31.5K ﹤0.01% 1660
2021
Q2 		– Hold
0
– – – 1655

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Spire Wealth Management's KOP Position: Q4 2021 in Review

Spire Wealth Management sold out of Koppers (KOP) in Q4 2021, closing a stake of 1,012 shares — an estimated $32K sold.

Spire Wealth Management first reported a position in KOP in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 148 funds tracked by Wall St. Rank hold KOP as of Q4 2021.

  • Spire Wealth Management reported no remaining Koppers position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 1,012 Koppers shares in Q4 2021, an estimated $32K.
  • Spire Wealth Management first reported a position in Koppers in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's Koppers position peaked at $32K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Koppers as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.