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Edge Wealth Management’s Popular Inc BPOP Stock Holding History

Edge 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
2022
Q1 		– Sell
-49
Closed -$4K – 158
2021
Q4 		$4K Hold
49
– – ﹤0.01% 342
2021
Q3 		$4K Buy
+49
New +$3.65K ﹤0.01% 356

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Edge Wealth Management's BPOP Position: Q1 2022 in Review

Edge Wealth Management sold out of Popular Inc (BPOP) in Q1 2022, closing a stake of 49 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in BPOP in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 347 funds tracked by Wall St. Rank hold BPOP as of Q1 2022.

  • Edge Wealth Management reported no remaining Popular Inc position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 49 Popular Inc shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in Popular Inc in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's Popular Inc position peaked at $4K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Popular Inc as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.