Raymond James Financial Services Advisors’s Popular Inc BPOP Stock Holding History

Raymond James Financial Services 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
2024 Q3	$203K	Buy	+2,021	New	+$197K	﹤0.01%	3183
2022 Q4	–	Sell	-2,962	Closed	-$213K	–	3273
2022 Q3	$213K	Sell	2,962 -500	-14%	-$38.9K	﹤0.01%	2816
2022 Q2	$266K	Sell	3,462 -1,043	-23%	-$83K	﹤0.01%	2674
2022 Q1	$368K	Buy	4,505 +18	+0.4%	+$1.59K	﹤0.01%	2563
2021 Q4	$368K	Sell	4,487 -251	-5%	-$20.4K	﹤0.01%	2569
2021 Q3	$368K	Buy	4,738 +561	+13%	+$41.8K	﹤0.01%	2556
2021 Q2	$313K	Sell	4,177 -1,448	-26%	-$111K	﹤0.01%	2691
2021 Q1	$396K	Buy	+5,625	New	+$364K	﹤0.01%	2447

Other funds holding BPOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial Services Advisors's BPOP Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Popular Inc (BPOP) in Q3 2024: 2,021 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3183 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in BPOP as recently as Q3 2022.

Raymond James Financial Services Advisors first reported a position in BPOP in Q1 2021 and has held it in 8 quarters since. The position peaked at $396K in Q1 2021. 354 funds tracked by Wall St. Rank hold BPOP as of Q3 2024.

Raymond James Financial Services Advisors held 2,021 shares of Popular Inc worth $203K as of Q3 2024.
Popular Inc was a new Raymond James Financial Services Advisors position in Q3 2024.
Popular Inc made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3183 holding.
Raymond James Financial Services Advisors first reported a position in Popular Inc in Q1 2021 and has held it in 8 quarters since.
Raymond James Financial Services Advisors's Popular Inc position peaked at $396K in Q1 2021.
354 funds tracked by Wall St. Rank held Popular Inc as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.