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Steward Partners Investment Advisory’s Koppers KOP Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-1,566
Closed -$57.9K – 3806
2024
Q2 		$57.9K Buy
1,566
+553
+55% +$25.8K ﹤0.01% 2037
2024
Q1 		$55.9K Buy
+1,013
New +$52.4K ﹤0.01% 2048

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's KOP Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Koppers (KOP) in Q3 2024, closing a stake of 1,566 shares — an estimated $57.9K sold.

Steward Partners Investment Advisory first reported a position in KOP in Q1 2024 and held it in 2 quarters. The position peaked at $57.9K in Q2 2024. 191 funds tracked by Wall St. Rank hold KOP as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Koppers position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,566 Koppers shares in Q3 2024, an estimated $57.9K.
  • Steward Partners Investment Advisory first reported a position in Koppers in Q1 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Koppers position peaked at $57.9K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Koppers as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.