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Insigneo Advisory Services’s Popular Inc BPOP Stock Holding History

Insigneo Advisory 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
Q4 		– Sell
-3,473
Closed -$348K – 637
2024
Q3 		$348K Hold
3,473
– – 0.04% 407
2024
Q2 		$326K Hold
3,473
– – 0.04% 387
2024
Q1 		$308K Hold
3,473
– – 0.04% 376
2023
Q4 		$287K Buy
+3,473
New +$246K 0.04% 337

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Insigneo Advisory Services's BPOP Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Popular Inc (BPOP) in Q4 2024, closing a stake of 3,473 shares — an estimated $348K sold.

Insigneo Advisory Services first reported a position in BPOP in Q4 2023 and held it in 4 quarters. The position peaked at $348K in Q3 2024. 347 funds tracked by Wall St. Rank hold BPOP as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Popular Inc position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 3,473 Popular Inc shares in Q4 2024, an estimated $348K.
  • Insigneo Advisory Services first reported a position in Popular Inc in Q4 2023 and held it in 4 quarters.
  • Insigneo Advisory Services's Popular Inc position peaked at $348K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Popular Inc as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.