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Venturi Wealth Management’s Koppers KOP Stock Holding History

Venturi 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
2024
Q4 		– Sell
-119
Closed -$4.35K – 1996
2024
Q3 		$4.35K Buy
+119
New +$4.44K ﹤0.01% 1501

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Venturi Wealth Management's KOP Position: Q4 2024 in Review

Venturi Wealth Management sold out of Koppers (KOP) in Q4 2024, closing a stake of 119 shares — an estimated $4.35K sold.

Venturi Wealth Management first reported a position in KOP in Q3 2024 and held it in 1 quarter. The position peaked at $4.35K in Q3 2024. 191 funds tracked by Wall St. Rank hold KOP as of Q4 2024.

  • Venturi Wealth Management reported no remaining Koppers position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 119 Koppers shares in Q4 2024, an estimated $4.35K.
  • Venturi Wealth Management first reported a position in Koppers in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Koppers position peaked at $4.35K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Koppers as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.