AXS Investments’s Popular Inc BPOP Stock Holding History

AXS Investments’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
2023 Q2	–	Sell	-975	Closed	-$56K	–	425
2023 Q1	$56K	Buy	+975	New	+$63.5K	0.02%	293

Other funds holding BPOP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

AXS Investments's BPOP Position: Q2 2023 in Review

AXS Investments sold out of Popular Inc (BPOP) in Q2 2023, closing a stake of 975 shares — an estimated $56K sold.

AXS Investments first reported a position in BPOP in Q1 2023 and held it in 1 quarter. The position peaked at $56K in Q1 2023. 258 funds tracked by Wall St. Rank hold BPOP as of Q2 2023.

AXS Investments reported no remaining Popular Inc position as of Q2 2023 after selling out during the quarter.
AXS Investments sold 975 Popular Inc shares in Q2 2023, an estimated $56K.
AXS Investments first reported a position in Popular Inc in Q1 2023 and held it in 1 quarter.
AXS Investments's Popular Inc position peaked at $56K in Q1 2023.
258 funds tracked by Wall St. Rank held Popular Inc as of Q2 2023.

Based on AXS Investments's 13F filing for Q2 2023, filed 10 Aug 2023.