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Financial Gravity Asset Management’s Popular Inc BPOP Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$18K Sell
300
-10
-3% -$558 0.01% 1042
2019
Q3 		$17K Hold
310
– – 0.01% 492
2019
Q2 		$17K Buy
+310
New +$16.9K 0.01% 501
2018
Q3 		– Sell
-32
Closed -$2K – 1399
2018
Q2 		$2K Buy
+32
New +$1.46K ﹤0.01% 957

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Financial Gravity Asset Management's BPOP Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Popular Inc (BPOP) stake by 3.2% in Q4 2019, selling an estimated $558 and leaving 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1042.

Financial Gravity Asset Management first reported a position in BPOP in Q2 2018 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold BPOP as of Q4 2019.

  • Financial Gravity Asset Management held 300 shares of Popular Inc worth $18K as of Q4 2019.
  • Financial Gravity Asset Management sold 10 Popular Inc shares in Q4 2019, an estimated $558.
  • Popular Inc made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1042 holding.
  • Financial Gravity Asset Management first reported a position in Popular Inc in Q2 2018 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Popular Inc as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.