BerganKDV Wealth Management’s Popular Inc BPOP Stock Holding History

BerganKDV 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
2023 Q2	$1.21K	Sell	20 -50	-71%	-$2.95K	﹤0.01%	737
2023 Q1	$4.02K	Hold	70	–	–	﹤0.01%	721
2022 Q4	$4.64K	Sell	70 -13	-16%	-$904	﹤0.01%	680
2022 Q3	$6K	Hold	83	–	–	﹤0.01%	640
2022 Q2	$6K	Hold	83	–	–	﹤0.01%	661
2022 Q1	$7K	Hold	83	–	–	﹤0.01%	658
2021 Q4	$7K	Hold	83	–	–	﹤0.01%	718
2021 Q3	$6K	Hold	83	–	–	﹤0.01%	715
2021 Q2	$6K	Hold	83	–	–	﹤0.01%	672
2021 Q1	$6K	Hold	83	–	–	﹤0.01%	636
2020 Q4	$5K	Hold	83	–	–	﹤0.01%	650
2020 Q3	$3K	Hold	83	–	–	﹤0.01%	629
2020 Q2	$3K	Hold	83	–	–	﹤0.01%	686
2020 Q1	$3K	Hold	83	–	–	﹤0.01%	648
2019 Q4	$5K	Buy	+83	New	+$4.63K	﹤0.01%	608

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

BlackRock New York $5.7T 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

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