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Patriot Financial Group Insurance Agency’s Popular Inc BPOP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-79
Closed -$6K – 598
2022
Q2 		$6K Sell
79
-12
-13% -$955 ﹤0.01% 1412
2022
Q1 		$7K Sell
91
-4
-4% -$353 ﹤0.01% 1478
2021
Q4 		$8K Hold
95
– – ﹤0.01% 1557
2021
Q3 		$7K Hold
95
– – ﹤0.01% 1588
2021
Q2 		$7K Hold
95
– – ﹤0.01% 1541
2021
Q1 		$7K Buy
95
+69
+265% +$4.47K ﹤0.01% 1455
2020
Q4 		$1K Buy
26
+18
+225% +$854 ﹤0.01% 1723
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1682
2020
Q2 		$0 Sell
8
-11
-58% -$410 ﹤0.01% 1661
2020
Q1 		$1K Sell
19
-4
-17% -$198 ﹤0.01% 1399
2019
Q4 		$1K Buy
23
+6
+35% +$335 ﹤0.01% 1174
2019
Q3 		$1K Hold
17
– – ﹤0.01% 1149
2019
Q2 		$1K Sell
17
-40
-70% -$2.19K ﹤0.01% 1189
2019
Q1 		$3K Buy
+57
New +$3.03K ﹤0.01% 928

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Patriot Financial Group Insurance Agency's BPOP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Popular Inc (BPOP) in Q3 2022, closing a stake of 79 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in BPOP in Q1 2019 and held it in 14 quarters. The position peaked at $8K in Q4 2021. 304 funds tracked by Wall St. Rank hold BPOP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Popular Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 79 Popular Inc shares in Q3 2022, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Popular Inc in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Popular Inc position peaked at $8K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Popular Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.