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Lenox Wealth Advisors’s Popular Inc BPOP Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$74K Hold
928
– – 0.01% 196
2021
Q4 		$76K Hold
928
– – 0.01% 203
2021
Q3 		$72K Buy
+928
New +$69.1K 0.01% 189
2014
Q1 		– Sell
-48
Closed -$1K – 205
2013
Q4 		$1K Buy
+48
New +$1.3K ﹤0.01% 353

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lenox Wealth Advisors's BPOP Position: Q1 2022 in Review

Lenox Wealth Advisors held its Popular Inc (BPOP) position steady in Q1 2022 at 928 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #196.

Lenox Wealth Advisors first reported a position in BPOP in Q4 2013 and has held it in 4 quarters since. The position peaked at $76K in Q4 2021. 347 funds tracked by Wall St. Rank hold BPOP as of Q1 2022.

  • Lenox Wealth Advisors held 928 shares of Popular Inc worth $74K as of Q1 2022.
  • Lenox Wealth Advisors left its Popular Inc share count unchanged in Q1 2022.
  • Popular Inc made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #196 holding.
  • Lenox Wealth Advisors first reported a position in Popular Inc in Q4 2013 and has held it in 4 quarters since.
  • Lenox Wealth Advisors's Popular Inc position peaked at $76K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Popular Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.