AWM
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Angeles Wealth Management’s Popular Inc BPOP Stock Holding History

Angeles 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
2025
Q1 		– Sell
-2,186
Closed -$206K – 371
2024
Q4 		$206K Buy
+2,186
New +$210K 0.02% 287

Other funds holding BPOP

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Angeles Wealth Management's BPOP Position: Q1 2025 in Review

Angeles Wealth Management sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 2,186 shares — an estimated $206K sold.

Angeles Wealth Management first reported a position in BPOP in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

  • Angeles Wealth Management reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 2,186 Popular Inc shares in Q1 2025, an estimated $206K.
  • Angeles Wealth Management first reported a position in Popular Inc in Q4 2024 and held it in 1 quarter.
  • Angeles Wealth Management's Popular Inc position peaked at $206K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Angeles Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.