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1834 Investment Advisors’s Popular Inc BPOP Stock Holding History

1834 Investment Advisors’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-62
Closed -$5K – 230
2022
Q2 		$5K Hold
62
– – ﹤0.01% 406
2022
Q1 		$5K Hold
62
– – ﹤0.01% 388
2021
Q4 		$5K Hold
62
– – ﹤0.01% 418
2021
Q3 		$5K Hold
62
– – ﹤0.01% 438
2021
Q2 		$5K Hold
62
– – ﹤0.01% 459
2021
Q1 		$4K Hold
62
– – ﹤0.01% 430
2020
Q4 		$3K Buy
+62
New +$2.94K ﹤0.01% 424

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

1834 Investment Advisors's BPOP Position: Q3 2022 in Review

1834 Investment Advisors sold out of Popular Inc (BPOP) in Q3 2022, closing a stake of 62 shares — an estimated $5K sold.

1834 Investment Advisors first reported a position in BPOP in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 304 funds tracked by Wall St. Rank hold BPOP as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Popular Inc position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 62 Popular Inc shares in Q3 2022, an estimated $5K.
  • 1834 Investment Advisors first reported a position in Popular Inc in Q4 2020 and held it in 7 quarters.
  • 1834 Investment Advisors's Popular Inc position peaked at $5K in Q2 2022.
  • 304 funds tracked by Wall St. Rank held Popular Inc as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.