Blue Bell Private Wealth Management’s Popular Inc BPOP Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-79	Closed	-$7.43K	–	727
2024 Q4	$7.43K	Sell	79 -66	-46%	-$6.33K	﹤0.01%	522
2024 Q3	$14.5K	Buy	145 +14	+11%	+$1.36K	﹤0.01%	488
2024 Q2	$11.6K	Hold	131	–	–	﹤0.01%	505
2024 Q1	$11.5K	Hold	131	–	–	﹤0.01%	508
2023 Q4	$10.8K	Sell	131 -15	-10%	-$1.06K	﹤0.01%	488
2023 Q3	$9.2K	Hold	146	–	–	﹤0.01%	434
2023 Q2	$8.84K	Hold	146	–	–	﹤0.01%	431
2023 Q1	$8.38K	Hold	146	–	–	﹤0.01%	399
2022 Q4	$9.68K	Hold	146	–	–	﹤0.01%	378
2022 Q3	$11K	Hold	146	–	–	﹤0.01%	359
2022 Q2	$11K	Hold	146	–	–	﹤0.01%	372
2022 Q1	$12K	Hold	146	–	–	﹤0.01%	383
2021 Q4	$12K	Buy	+146	New	+$11.8K	﹤0.01%	371

Other funds holding BPOP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Blue Bell Private Wealth Management's BPOP Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 79 shares — an estimated $7.43K sold.

Blue Bell Private Wealth Management first reported a position in BPOP in Q4 2021 and held it in 13 quarters. The position peaked at $14.5K in Q3 2024. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 79 Popular Inc shares in Q1 2025, an estimated $7.43K.
Blue Bell Private Wealth Management first reported a position in Popular Inc in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's Popular Inc position peaked at $14.5K in Q3 2024.
356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.