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Naples Money Management’s Popular Inc BPOP Stock Holding History

Naples Money Management’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 		$8.42K Buy
+84
New +$8.18K 0.01% 202

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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $535B AUM 26.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Naples Money Management's BPOP Position: Q3 2024 in Review

Naples Money Management opened a new position in Popular Inc (BPOP) in Q3 2024: 84 shares worth $8.42K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

353 funds tracked by Wall St. Rank hold BPOP as of Q3 2024.

  • Naples Money Management held 84 shares of Popular Inc worth $8.42K as of Q3 2024.
  • Popular Inc was a new Naples Money Management position in Q3 2024.
  • Popular Inc made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #202 holding.
  • 353 funds tracked by Wall St. Rank held Popular Inc as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.