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Kiwi Wealth Investments Limited Partnership’s Popular Inc BPOP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q1 		– Sell
-6,800
Closed -$451K – 174
2022
Q4 		$451K Buy
+6,800
New +$473K 0.03% 187

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BPOP Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Popular Inc (BPOP) in Q1 2023, closing a stake of 6,800 shares — an estimated $451K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BPOP in Q4 2022 and held it in 1 quarter. The position peaked at $451K in Q4 2022. 275 funds tracked by Wall St. Rank hold BPOP as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Popular Inc position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 6,800 Popular Inc shares in Q1 2023, an estimated $451K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Popular Inc in Q4 2022 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Popular Inc position peaked at $451K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Popular Inc as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.