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Next Financial Group’s Popular Inc BPOP Stock Holding History

Next Financial Group’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
2021
Q4 		$383K Buy
4,672
+1,963
+72% +$159K 0.03% 646
2021
Q3 		$210K Sell
2,709
-261
-9% -$19.4K 0.02% 812
2021
Q2 		$223K Buy
+2,970
New +$227K 0.02% 785

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Next Financial Group's BPOP Position: Q4 2021 in Review

Next Financial Group increased its Popular Inc (BPOP) stake by 72% in Q4 2021, buying an estimated $159K and bringing the position to 4,672 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #646.

Next Financial Group first reported a position in BPOP in Q2 2021 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold BPOP as of Q4 2021.

  • Next Financial Group held 4,672 shares of Popular Inc worth $383K as of Q4 2021.
  • Next Financial Group bought 1,963 Popular Inc shares in Q4 2021, an estimated $159K.
  • Popular Inc made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #646 holding.
  • Next Financial Group first reported a position in Popular Inc in Q2 2021 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Popular Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.