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BDO Wealth Advisors’s Popular Inc BPOP Stock Holding History

BDO 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
2023
Q2 		$1.33K Buy
22
+20
+1,000% +$1.18K ﹤0.01% 883
2023
Q1 		$115 Hold
2
– – ﹤0.01% 1039
2022
Q4 		$133 Hold
2
– – ﹤0.01% 995
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1026
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1046
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1064
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1094
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1054
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1111
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1166
2020
Q4 		$0 Buy
+2
New +$95 ﹤0.01% 927

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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BDO Wealth Advisors's BPOP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Popular Inc (BPOP) stake by 1,000% in Q2 2023, buying an estimated $1.18K and bringing the position to 22 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

BDO Wealth Advisors first reported a position in BPOP in Q4 2020 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold BPOP as of Q2 2023.

  • BDO Wealth Advisors held 22 shares of Popular Inc worth $1.33K as of Q2 2023.
  • BDO Wealth Advisors bought 20 Popular Inc shares in Q2 2023, an estimated $1.18K.
  • Popular Inc made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #883 holding.
  • BDO Wealth Advisors first reported a position in Popular Inc in Q4 2020 and has held it in 11 quarters since.
  • 258 funds tracked by Wall St. Rank held Popular Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.