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Berman Capital Advisors’s Popular Inc BPOP Stock Holding History

Berman Capital 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
2021
Q3 		$3K Hold
45
– – ﹤0.01% 1562
2021
Q2 		$3K Hold
45
– – ﹤0.01% 1462
2021
Q1 		$3K Hold
45
– – ﹤0.01% 1396
2020
Q4 		$2K Buy
45
+26
+137% +$1.23K ﹤0.01% 1379
2020
Q3 		$0 Hold
19
– – ﹤0.01% 1601
2020
Q2 		$0 Buy
19
+14
+280% +$521 ﹤0.01% 1616
2020
Q1 		$0 Hold
5
– – ﹤0.01% 1474
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1464
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1453
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1469
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1352
2018
Q4 		$0 Buy
+5
New +$258 ﹤0.01% 1137

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Berman Capital Advisors's BPOP Position: Q3 2021 in Review

Berman Capital Advisors held its Popular Inc (BPOP) position steady in Q3 2021 at 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Berman Capital Advisors first reported a position in BPOP in Q4 2018 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold BPOP as of Q3 2021.

  • Berman Capital Advisors held 45 shares of Popular Inc worth $3K as of Q3 2021.
  • Berman Capital Advisors left its Popular Inc share count unchanged in Q3 2021.
  • Popular Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1562 holding.
  • Berman Capital Advisors first reported a position in Popular Inc in Q4 2018 and has held it in 12 quarters since.
  • 315 funds tracked by Wall St. Rank held Popular Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.