TFO Wealth Partners’s Popular Inc BPOP Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-7	Closed	-$707	–	835
2022 Q4	$707	Buy	+7	New	+$487	﹤0.01%	428

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

TFO Wealth Partners's BPOP Position: Q1 2023 in Review

TFO Wealth Partners sold out of Popular Inc (BPOP) in Q1 2023, closing a stake of 7 shares — an estimated $707 sold.

TFO Wealth Partners first reported a position in BPOP in Q4 2022 and held it in 1 quarter. The position peaked at $707 in Q4 2022. 274 funds tracked by Wall St. Rank hold BPOP as of Q1 2023.

TFO Wealth Partners reported no remaining Popular Inc position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 7 Popular Inc shares in Q1 2023, an estimated $707.
TFO Wealth Partners first reported a position in Popular Inc in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Popular Inc position peaked at $707 in Q4 2022.
274 funds tracked by Wall St. Rank held Popular Inc as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.