SW
BPOP icon

SVB Wealth’s Popular Inc BPOP Stock Holding History

SVB 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
2021
Q4 		– Sell
-7,018
Closed -$546K – 831
2021
Q3 		$546K Buy
7,018
+159
+2% +$11.8K 0.01% 571
2021
Q2 		$515K Buy
6,859
+2,949
+75% +$226K 0.01% 564
2021
Q1 		$275K Buy
3,910
+177
+5% +$11.5K ﹤0.01% 722
2020
Q4 		$210K Buy
+3,733
New +$177K ﹤0.01% 733
2020
Q1 		– Sell
-6,543
Closed -$384K – 605
2019
Q4 		$384K Sell
6,543
-2,426
-27% -$135K 0.01% 461
2019
Q3 		$485K Sell
8,969
-272
-3% -$14.7K 0.01% 381
2019
Q2 		$501K Buy
9,241
+408
+5% +$22.3K 0.02% 388
2019
Q1 		$460K Buy
+8,833
New +$469K 0.02% 307

Other funds holding BPOP

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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