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TCI Wealth Advisors’s Popular Inc BPOP Stock Holding History

TCI 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
Q2 		– Sell
-282
Closed -$16.2K – 486
2023
Q1 		$16.2K Buy
282
+168
+147% +$10.9K ﹤0.01% 816
2022
Q4 		$7.56K Sell
114
-1
-0.9% -$70 ﹤0.01% 1257
2022
Q3 		$8K Sell
115
-232
-67% -$18K ﹤0.01% 1127
2022
Q2 		$27K Hold
347
– – ﹤0.01% 547
2022
Q1 		$28K Buy
347
+75
+28% +$6.63K ﹤0.01% 556
2021
Q4 		$22K Buy
272
+31
+13% +$2.52K ﹤0.01% 659
2021
Q3 		$19K Buy
241
+28
+13% +$2.08K ﹤0.01% 705
2021
Q2 		$16K Buy
213
+28
+15% +$2.14K ﹤0.01% 680
2021
Q1 		$13K Buy
185
+75
+68% +$4.86K 0.01% 701
2020
Q4 		$6K Hold
110
– – ﹤0.01% 792
2020
Q3 		$4K Buy
110
+44
+67% +$1.63K ﹤0.01% 820
2020
Q2 		$2K Buy
66
+58
+725% +$2.16K ﹤0.01% 1032
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1494
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1539
2019
Q3 		$0 Hold
8
– – ﹤0.01% 1502
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1424
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1414
2018
Q4 		$0 Buy
+8
New +$412 ﹤0.01% 1456

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's BPOP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Popular Inc (BPOP) in Q2 2023, closing a stake of 282 shares — an estimated $16.2K sold.

TCI Wealth Advisors first reported a position in BPOP in Q4 2018 and held it in 18 quarters. The position peaked at $28K in Q1 2022. 258 funds tracked by Wall St. Rank hold BPOP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Popular Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 282 Popular Inc shares in Q2 2023, an estimated $16.2K.
  • TCI Wealth Advisors first reported a position in Popular Inc in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Popular Inc position peaked at $28K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held Popular Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.