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	-424	Closed	-$11.3K	–	635
2022 Q1	$11.3K	Buy	+424	New	+$11.8K	﹤0.01%	764

Other funds holding OFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 424 shares — an estimated $11.3K sold.

Aaron Wealth Advisors first reported a position in OFG in Q1 2022 and held it in 1 quarter. The position peaked at $11.3K 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 424 OFG Bancorp shares in Q2 2022, an estimated $11.3K.
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 $11.3K 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.