GWS
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Glassman Wealth Services’s Popular Inc BPOP Stock Holding History

Glassman Wealth Services’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 		– Sell
-23
Closed -$1.89K – 433
2023
Q4 		$1.89K Hold
23
– – ﹤0.01% 1364
2023
Q3 		$1.45K Hold
23
– – ﹤0.01% 1437
2023
Q2 		$1.39K Buy
23
+3
+15% +$177 ﹤0.01% 1352
2023
Q1 		$1.15K Buy
+20
New +$1.3K ﹤0.01% 1386
2022
Q4 		– Sell
-14
Closed -$1K – 1939
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1344
2022
Q2 		$1K Hold
14
– – ﹤0.01% 1362
2022
Q1 		$1K Hold
14
– – ﹤0.01% 1344
2021
Q4 		$1K Hold
14
– – ﹤0.01% 1316
2021
Q3 		$1K Buy
+14
New +$1.04K ﹤0.01% 1292
2020
Q1 		– Sell
-34
Closed -$2K – 1154
2019
Q4 		$2K Hold
34
– – ﹤0.01% 730
2019
Q3 		$2K Sell
34
-2
-6% -$108 ﹤0.01% 677
2019
Q2 		$2K Buy
36
+2
+6% +$109 ﹤0.01% 699
2019
Q1 		$2K Hold
34
– – ﹤0.01% 678
2018
Q4 		$2K Hold
34
– – ﹤0.01% 527
2018
Q3 		$2K Hold
34
– – ﹤0.01% 578
2018
Q2 		$2K Buy
34
+21
+162% +$961 ﹤0.01% 545
2018
Q1 		$1K Buy
+13
New +$533 ﹤0.01% 587

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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