SteelPeak Wealth’s Popular Inc BPOP Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-15,846	Closed	-$1.3M	–	436
2021 Q4	$1.3M	Buy	+15,846	New	+$1.29M	0.07%	153

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

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

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

PCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SteelPeak Wealth's BPOP Position: Q1 2022 in Review

SteelPeak Wealth sold out of Popular Inc (BPOP) in Q1 2022, closing a stake of 15,846 shares — an estimated $1.3M sold.

SteelPeak Wealth first reported a position in BPOP in Q4 2021 and held it in 1 quarter. The position peaked at $1.3M in Q4 2021. 347 funds tracked by Wall St. Rank hold BPOP as of Q1 2022.

SteelPeak Wealth reported no remaining Popular Inc position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 15,846 Popular Inc shares in Q1 2022, an estimated $1.3M.
SteelPeak Wealth first reported a position in Popular Inc in Q4 2021 and held it in 1 quarter.
SteelPeak Wealth's Popular Inc position peaked at $1.3M in Q4 2021.
347 funds tracked by Wall St. Rank held Popular Inc as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.