FGAM
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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
2024
Q2 		– Sell
-4
Closed -$352 – 1579
2024
Q1 		$352 Buy
+4
New +$335 ﹤0.01% 1477
2023
Q3 		– Sell
-61
Closed -$237 – 1303
2023
Q2 		$237 Buy
61
+4
+7% +$236 ﹤0.01% 1146
2023
Q1 		$1 Sell
57
-9
-14% -$586 ﹤0.01% 1033
2022
Q4 		$181 Buy
+66
New +$4.59K ﹤0.01% 994
2020
Q1 		– Sell
-300
Closed -$18K – 1142
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
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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return