Sutton Wealth Advisors’s Koppers KOP Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-337	Closed	-$9.5K	–	1203
2022 Q4	$9.5K	Hold	337	–	–	﹤0.01%	963
2022 Q3	$7K	Buy	337 +5	+2%	+$115	﹤0.01%	999
2022 Q2	$7.52K	Sell	332 -4	-1%	-$101	﹤0.01%	986
2022 Q1	$9.25K	Sell	336 -4	-1%	-$118	﹤0.01%	952
2021 Q4	$10.6K	Buy	340 +8	+2%	+$261	﹤0.01%	912
2021 Q3	$10.4K	Hold	332	–	–	﹤0.01%	893
2021 Q2	$10.7K	Hold	332	–	–	﹤0.01%	894
2021 Q1	$11.5K	Hold	332	–	–	﹤0.01%	836
2020 Q4	$10.3K	Hold	332	–	–	﹤0.01%	798
2020 Q3	$6.94K	Hold	332	–	–	﹤0.01%	830
2020 Q2	$6.25K	Buy	+332	New	+$5.04K	﹤0.01%	815
2020 Q1	–	Sell	-299	Closed	-$11.4K	–	1237
2019 Q4	$11.4K	Hold	299	–	–	0.01%	780
2019 Q3	$8.73K	Hold	299	–	–	﹤0.01%	826
2019 Q2	$8.78K	Buy	+299	New	+$8.33K	0.01%	806
2019 Q1	–	Sell	-291	Closed	-$4.96K	–	1198
2018 Q4	$4.96K	Buy	291 +69	+31%	+$1.62K	﹤0.01%	889
2018 Q3	$6.92K	Hold	222	–	–	﹤0.01%	849
2018 Q2	$8.51K	Hold	222	–	–	0.01%	861
2018 Q1	$9.12K	Hold	222	–	–	0.01%	835
2017 Q4	$11.3K	Hold	222	–	–	0.01%	744
2017 Q3	$10.2K	Hold	222	–	–	0.01%	759
2017 Q2	$8.03K	Hold	222	–	–	0.01%	796
2017 Q1	$9.4K	Hold	222	–	–	0.01%	727
2016 Q4	$8.95K	Hold	222	–	–	0.01%	722
2016 Q3	$7.14K	Hold	222	–	–	0.01%	756
2016 Q2	$6.82K	Hold	222	–	–	0.01%	715
2016 Q1	$4.99K	Buy	+222	New	+$3.96K	﹤0.01%	738

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's KOP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Koppers (KOP) in Q1 2023, closing a stake of 337 shares — an estimated $9.5K sold.

Sutton Wealth Advisors first reported a position in KOP in Q1 2016 and held it in 26 quarters. The position peaked at $11.5K in Q1 2021. 153 funds tracked by Wall St. Rank hold KOP as of Q1 2023.

Sutton Wealth Advisors reported no remaining Koppers position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 337 Koppers shares in Q1 2023, an estimated $9.5K.
Sutton Wealth Advisors first reported a position in Koppers in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's Koppers position peaked at $11.5K in Q1 2021.
153 funds tracked by Wall St. Rank held Koppers as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.