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Capital Performance Advisors’s Popular Inc BPOP Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-346
Closed -$34.7K – 524
2024
Q3 		$34.7K Buy
+346
New +$33.7K 0.01% 447

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Performance Advisors's BPOP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Popular Inc (BPOP) in Q4 2024, closing a stake of 346 shares — an estimated $34.7K sold.

Capital Performance Advisors first reported a position in BPOP in Q3 2024 and held it in 1 quarter. The position peaked at $34.7K in Q3 2024. 347 funds tracked by Wall St. Rank hold BPOP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Popular Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 346 Popular Inc shares in Q4 2024, an estimated $34.7K.
  • Capital Performance Advisors first reported a position in Popular Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Popular Inc position peaked at $34.7K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Popular Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.