OPS
BPOP icon

Orion Portfolio Solutions’s Popular Inc BPOP Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-51
Closed -$2K – 636
2020
Q2 		$2K Sell
51
-19
-27% -$708 ﹤0.01% 1742
2020
Q1 		$2K Buy
+70
New +$3.46K ﹤0.01% 1546

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
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Orion Portfolio Solutions's BPOP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Popular Inc (BPOP) in Q3 2020, closing a stake of 51 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in BPOP in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 247 funds tracked by Wall St. Rank hold BPOP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Popular Inc position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 51 Popular Inc shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Popular Inc in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Popular Inc position peaked at $2K in Q2 2020.
  • 247 funds tracked by Wall St. Rank held Popular Inc as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.