Aaron Wealth Advisors’s OFG Bancorp OFG Stock Holding History

Aaron Wealth Advisors’s Portfolio OFG Stock Details OFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,295	Closed	-$424K	–	635
2022 Q1	$424K	Buy	+11,295	New	+$314K	0.01%	557

Other funds holding OFG

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aaron Wealth Advisors's OFG Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of OFG Bancorp (OFG) in Q2 2022, closing a stake of 11,295 shares — an estimated $424K sold.

Aaron Wealth Advisors first reported a position in OFG in Q1 2022 and held it in 1 quarter. The position peaked at $424K in Q1 2022. 175 funds tracked by Wall St. Rank hold OFG as of Q2 2022.

Aaron Wealth Advisors reported no remaining OFG Bancorp position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 11,295 OFG Bancorp shares in Q2 2022, an estimated $424K.
Aaron Wealth Advisors first reported a position in OFG Bancorp in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's OFG Bancorp position peaked at $424K in Q1 2022.
175 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.