CTWM
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Cherry Tree Wealth Management’s Popular Inc BPOP Stock Holding History

Cherry Tree 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
2026
Q1 		$25.5K Hold
190
– – 0.01% 329
2025
Q4 		$23.7K Hold
190
– – 0.01% 334
2025
Q3 		$24.1K Hold
190
– – 0.01% 316
2025
Q2 		$20.9K Sell
190
-25
-12% -$2.47K ﹤0.01% 340
2025
Q1 		$19.9K Buy
215
+25
+13% +$2.43K ﹤0.01% 354
2024
Q4 		$17.9K Hold
190
– – ﹤0.01% 352
2024
Q3 		$19.1K Hold
190
– – ﹤0.01% 349
2024
Q2 		$16.8K Hold
190
– – ﹤0.01% 347
2024
Q1 		$16.7K Hold
190
– – ﹤0.01% 334
2023
Q4 		$15.6K Buy
+190
New +$13.4K ﹤0.01% 321

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VCM
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AQR Capital Management
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Fidelity Investments
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return