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Financial Advocates Investment Management’s Popular Inc BPOP Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-4,080
Closed -$334K – 698
2022
Q1 		$334K Buy
+4,080
New +$360K 0.02% 546

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Financial Advocates Investment Management's BPOP Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Popular Inc (BPOP) in Q2 2022, closing a stake of 4,080 shares — an estimated $334K sold.

Financial Advocates Investment Management first reported a position in BPOP in Q1 2022 and held it in 1 quarter. The position peaked at $334K in Q1 2022. 325 funds tracked by Wall St. Rank hold BPOP as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Popular Inc position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,080 Popular Inc shares in Q2 2022, an estimated $334K.
  • Financial Advocates Investment Management first reported a position in Popular Inc in Q1 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Popular Inc position peaked at $334K in Q1 2022.
  • 325 funds tracked by Wall St. Rank held Popular Inc as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.