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Mirabella Financial Services’s Popular Inc BPOP Stock Holding History

Mirabella Financial 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
Q3 		– Sell
-2,634
Closed -$233K – 199
2024
Q2 		$233K Sell
2,634
-22,696
-90% -$1.97M 0.02% 371
2024
Q1 		$2.23M Buy
+25,330
New +$2.12M 0.16% 111
2020
Q2 		– Sell
-295,500
Closed -$10.3M – 173
2020
Q1 		$10.3M Buy
+295,500
New +$14.6M 5.96% 1

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mirabella Financial Services's BPOP Position: Q3 2024 in Review

Mirabella Financial Services sold out of Popular Inc (BPOP) in Q3 2024, closing a stake of 2,634 shares — an estimated $233K sold.

Mirabella Financial Services first reported a position in BPOP in Q1 2020 and held it in 3 quarters. The position peaked at $10.3M in Q1 2020. 354 funds tracked by Wall St. Rank hold BPOP as of Q3 2024.

  • Mirabella Financial Services reported no remaining Popular Inc position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 2,634 Popular Inc shares in Q3 2024, an estimated $233K.
  • Mirabella Financial Services first reported a position in Popular Inc in Q1 2020 and held it in 3 quarters.
  • Mirabella Financial Services's Popular Inc position peaked at $10.3M in Q1 2020.
  • 354 funds tracked by Wall St. Rank held Popular Inc as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.