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FSA Wealth Management’s Popular Inc BPOP Stock Holding History

FSA 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
2024
Q1 		$8.81K Hold
100
– – ﹤0.01% 346
2023
Q4 		$8K Buy
+100
New +$7.08K ﹤0.01% 346

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

FSA Wealth Management's BPOP Position: Q1 2024 in Review

FSA Wealth Management held its Popular Inc (BPOP) position steady in Q1 2024 at 100 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

FSA Wealth Management first reported a position in BPOP in Q4 2023 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold BPOP as of Q1 2024.

  • FSA Wealth Management held 100 shares of Popular Inc worth $8.81K as of Q1 2024.
  • FSA Wealth Management left its Popular Inc share count unchanged in Q1 2024.
  • Popular Inc made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #346 holding.
  • FSA Wealth Management first reported a position in Popular Inc in Q4 2023 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Popular Inc as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.