Sutton Wealth Advisors’s Popular Inc BPOP Stock Holding History

Sutton 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
2023 Q3	$9.45K	Hold	150	–	–	﹤0.01%	484
2023 Q2	$9.08K	Sell	150 -106	-41%	-$6.25K	﹤0.01%	475
2023 Q1	$14.7K	Hold	256	–	–	0.01%	350
2022 Q4	$17K	Hold	256	–	–	0.01%	764
2022 Q3	$18.4K	Hold	256	–	–	0.01%	689
2022 Q2	$19.7K	Hold	256	–	–	0.01%	684
2022 Q1	$20.9K	Hold	256	–	–	0.01%	696
2021 Q4	$21K	Hold	256	–	–	0.01%	680
2021 Q3	$19.9K	Hold	256	–	–	0.01%	697
2021 Q2	$19.2K	Hold	256	–	–	0.01%	719
2021 Q1	$18K	Hold	256	–	–	0.01%	703
2020 Q4	$14.4K	Hold	256	–	–	0.01%	703
2020 Q3	$9.29K	Hold	256	–	–	﹤0.01%	762
2020 Q2	$9.52K	Sell	256 -18	-7%	-$670	0.01%	719
2020 Q1	$9.59K	Buy	274 +47	+21%	+$2.33K	0.01%	663
2019 Q4	$13.3K	Hold	227	–	–	0.01%	746
2019 Q3	$12.3K	Hold	227	–	–	0.01%	734
2019 Q2	$12.3K	Hold	227	–	–	0.01%	732
2019 Q1	$11.8K	Hold	227	–	–	0.01%	746
2018 Q4	$10.7K	Buy	227 +213	+1,521%	+$11K	0.01%	725
2018 Q3	$718	Hold	14	–	–	﹤0.01%	1059
2018 Q2	$633	Hold	14	–	–	﹤0.01%	1081
2018 Q1	$583	Hold	14	–	–	﹤0.01%	1083
2017 Q4	$497	Hold	14	–	–	﹤0.01%	1052
2017 Q3	$503	Hold	14	–	–	﹤0.01%	1039
2017 Q2	$584	Hold	14	–	–	﹤0.01%	1030
2017 Q1	$570	Hold	14	–	–	﹤0.01%	1015
2016 Q4	$613	Hold	14	–	–	﹤0.01%	1000
2016 Q3	$535	Hold	14	–	–	﹤0.01%	1000
2016 Q2	$410	Hold	14	–	–	﹤0.01%	990
2016 Q1	$401	Buy	+14	New	+$367	﹤0.01%	983

Other funds holding BPOP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

PCM

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

Sutton Wealth Advisors's BPOP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Popular Inc (BPOP) position steady in Q3 2023 at 150 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Sutton Wealth Advisors first reported a position in BPOP in Q1 2016 and has held it in 31 quarters since. The position peaked at $21K in Q4 2021. 268 funds tracked by Wall St. Rank hold BPOP as of Q3 2023.

Sutton Wealth Advisors held 150 shares of Popular Inc worth $9.45K as of Q3 2023.
Sutton Wealth Advisors left its Popular Inc share count unchanged in Q3 2023.
Popular Inc made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #484 holding.
Sutton Wealth Advisors first reported a position in Popular Inc in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Popular Inc position peaked at $21K in Q4 2021.
268 funds tracked by Wall St. Rank held Popular Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.