Kapitalo Investimentos’s OFG Bancorp OFG Stock Holding History

Kapitalo Investimentos’s Portfolio OFG Stock Details OFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,000	Closed	-$82.7K	–	481
2022 Q4	$82.7K	Buy	+3,000	New	+$82.4K	0.06%	94

Other funds holding OFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kapitalo Investimentos's OFG Position: Q1 2023 in Review

Kapitalo Investimentos sold out of OFG Bancorp (OFG) in Q1 2023, closing a stake of 3,000 shares — an estimated $82.7K sold.

Kapitalo Investimentos first reported a position in OFG in Q4 2022 and held it in 1 quarter. The position peaked at $82.7K in Q4 2022. 191 funds tracked by Wall St. Rank hold OFG as of Q1 2023.

Kapitalo Investimentos reported no remaining OFG Bancorp position as of Q1 2023 after selling out during the quarter.
Kapitalo Investimentos sold 3,000 OFG Bancorp shares in Q1 2023, an estimated $82.7K.
Kapitalo Investimentos first reported a position in OFG Bancorp in Q4 2022 and held it in 1 quarter.
Kapitalo Investimentos's OFG Bancorp position peaked at $82.7K in Q4 2022.
191 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2023.

Based on Kapitalo Investimentos's 13F filing for Q1 2023, filed 29 Mar 2024.