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Baldwin Wealth Partners’s Popular Inc BPOP Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-17
Closed -$1.5K – 1095
2024
Q2 		$1.5K Buy
+17
New +$1.48K ﹤0.01% 688

Other funds holding BPOP

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baldwin Wealth Partners's BPOP Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Popular Inc (BPOP) in Q3 2024, closing a stake of 17 shares — an estimated $1.5K sold.

Baldwin Wealth Partners first reported a position in BPOP in Q2 2024 and held it in 1 quarter. The position peaked at $1.5K in Q2 2024. 354 funds tracked by Wall St. Rank hold BPOP as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Popular Inc position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17 Popular Inc shares in Q3 2024, an estimated $1.5K.
  • Baldwin Wealth Partners first reported a position in Popular Inc in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Popular Inc position peaked at $1.5K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Popular Inc as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.