AWM
BPOP icon

AE Wealth Management’s Popular Inc BPOP Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-16,813
Closed -$1.47M – 1248
2023
Q4 		$1.47M Sell
16,813
-3,050
-15% -$216K 0.01% 1016
2023
Q3 		$1.25M Buy
19,863
+1,662
+9% +$110K 0.01% 1008
2023
Q2 		$1.1M Sell
18,201
-469
-3% -$27.6K 0.01% 1051
2023
Q1 		$1.07M Buy
18,670
+4,219
+29% +$275K 0.01% 1016
2022
Q4 		$958K Sell
14,451
-1,674
-10% -$116K 0.01% 999
2022
Q3 		$1.16M Sell
16,125
-980
-6% -$76.2K 0.01% 890
2022
Q2 		$1.32M Sell
17,105
-991
-5% -$78.8K 0.01% 800
2022
Q1 		$1.48M Sell
18,096
-551
-3% -$48.7K 0.01% 793
2021
Q4 		$1.53M Sell
18,647
-1,803
-9% -$146K 0.01% 786
2021
Q3 		$1.59M Sell
20,450
-1,132
-5% -$84.2K 0.01% 722
2021
Q2 		$1.62M Buy
21,582
+5
+0% +$383 0.01% 694
2021
Q1 		$1.52M Buy
21,577
+194
+0.9% +$12.6K 0.02% 647
2020
Q4 		$1.2M Buy
21,383
+103
+0.5% +$4.89K 0.01% 657
2020
Q3 		$772K Buy
21,280
+376
+2% +$13.9K 0.01% 708
2020
Q2 		$777K Buy
20,904
+426
+2% +$15.9K 0.01% 703
2020
Q1 		$717K Buy
20,478
+12
+0.1% +$594 0.02% 569
2019
Q4 		$1.2M Buy
20,466
+952
+5% +$53.2K 0.03% 489
2019
Q3 		$1.05M Buy
19,514
+120
+0.6% +$6.5K 0.03% 432
2019
Q2 		$1.05M Buy
+19,394
New +$1.06M 0.03% 401

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Wellington Management Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return