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Provident Wealth Management’s Popular Inc BPOP Stock Holding History

Provident Wealth 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
2020
Q4 		– Sell
-23
Closed -$1K – 86
2020
Q3 		$1K Buy
+23
New +$852 ﹤0.01% 260

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 $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $140M AUM 2.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Provident Wealth Management's BPOP Position: Q4 2020 in Review

Provident Wealth Management sold out of Popular Inc (BPOP) in Q4 2020, closing a stake of 23 shares — an estimated $1K sold.

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

  • Provident Wealth Management reported no remaining Popular Inc position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 23 Popular Inc shares in Q4 2020, an estimated $1K.
  • Provident Wealth Management first reported a position in Popular Inc in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Popular Inc position peaked at $1K in Q3 2020.
  • 278 funds tracked by Wall St. Rank held Popular Inc as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.