PFWA
BPOP icon

Paces Ferry Wealth Advisors’s Popular Inc BPOP Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-5
Closed – – 250
2020
Q3 		$0 Buy
+5
New +$185 ﹤0.01% 1107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Paces Ferry Wealth Advisors's BPOP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Popular Inc (BPOP) in Q4 2020, closing a stake of 5 shares.

Paces Ferry Wealth Advisors first reported a position in BPOP in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 278 funds tracked by Wall St. Rank hold BPOP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Popular Inc position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 5 Popular Inc shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Popular Inc in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Popular Inc position peaked at $0 in Q3 2020.
  • 278 funds tracked by Wall St. Rank held Popular Inc as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.