Baystate Wealth Management’s Popular Inc BPOP Stock Holding History

Baystate 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
2022 Q1	–	Sell	-75	Closed	-$6K	–	883
2021 Q4	$6K	Sell	75 -10	-12%	-$811	﹤0.01%	623
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	561
2021 Q2	$6K	Buy	85 +75	+750%	+$5.74K	﹤0.01%	553
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	634
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	604
2020 Q3	$0	Hold	10	–	–	﹤0.01%	651
2020 Q2	$0	Hold	10	–	–	﹤0.01%	660
2020 Q1	$0	Hold	10	–	–	﹤0.01%	608
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	559
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	514
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	539
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	550
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	555
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	571
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	590
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	550
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	553
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	537
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	555
2017 Q1	$1K	Buy	+10	New	+$431	﹤0.01%	519

Other funds holding BPOP

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return