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Avior Wealth Management’s Popular Inc BPOP Stock Holding History

Avior 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
-3
Closed -$282 – 938
2024
Q4 		$282 Buy
+3
New +$288 ﹤0.01% 2332
2024
Q2 		– Sell
-39
Closed -$3.44K – 2461
2024
Q1 		$3.44K Buy
+39
New +$3.27K ﹤0.01% 2174
2020
Q1 		– Sell
-80
Closed -$4K – 776
2019
Q4 		$4K Buy
80
+65
+433% +$3.63K ﹤0.01% 663
2019
Q3 		$0 Buy
+15
New +$813 ﹤0.01% 785

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Avior Wealth Management sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 3 shares — an estimated $282 sold.

Avior Wealth Management first reported a position in BPOP in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

  • Avior Wealth Management reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3 Popular Inc shares in Q1 2025, an estimated $282.
  • Avior Wealth Management first reported a position in Popular Inc in Q3 2019 and held it in 4 quarters.
  • Avior Wealth Management's Popular Inc position peaked at $4K in Q4 2019.
  • 356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.