AWA
BPOP icon

Arkadios Wealth Advisors’s Popular Inc BPOP Stock Holding History

Arkadios Wealth 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
2026
Q1 		$411K Sell
3,064
-117
-4% -$15.7K 0.01% 1206
2025
Q4 		$396K Sell
3,181
-312
-9% -$36.9K 0.01% 1125
2025
Q3 		$444K Buy
3,493
+346
+11% +$41.4K 0.01% 988
2025
Q2 		$347K Buy
3,147
+364
+13% +$35.9K 0.01% 1002
2025
Q1 		$257K Buy
2,783
+564
+25% +$54.9K 0.01% 959
2024
Q4 		$209K Sell
2,219
-945
-30% -$90.7K 0.01% 849
2024
Q3 		$317K Buy
3,164
+37
+1% +$3.6K 0.02% 683
2024
Q2 		$277K Buy
+3,127
New +$272K 0.02% 659
2022
Q3 		– Sell
-2,621
Closed -$202K – 528
2022
Q2 		$202K Sell
2,621
-98
-4% -$7.8K 0.03% 508
2022
Q1 		$222K Buy
2,719
+163
+6% +$14.4K 0.03% 506
2021
Q4 		$210K Buy
2,556
+372
+17% +$30.2K 0.03% 543
2021
Q3 		$169K Buy
2,184
+344
+19% +$25.6K 0.02% 551
2021
Q2 		$138K Buy
1,840
+1,765
+2,353% +$135K 0.02% 629
2021
Q1 		$5K Hold
75
– – ﹤0.01% 1347
2020
Q4 		$4K Sell
75
-758
-91% -$36K ﹤0.01% 1143
2020
Q3 		$32.5K Sell
833
-44
-5% -$1.63K 0.02% 493
2020
Q2 		$31.1K Sell
877
-2
-0.2% -$74 0.02% 461
2020
Q1 		$30.8K Sell
879
-16
-2% -$792 0.02% 409
2019
Q4 		$50.6K Buy
+895
New +$50K 0.03% 311

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Dimensional Fund Advisors
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VCM
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return