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Tyler-Stone Wealth Management’s Popular Inc BPOP Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-200
Closed -$17.7K – 386
2024
Q2 		$17.7K Hold
200
– – 0.01% 545
2024
Q1 		$17.6K Hold
200
– – 0.01% 546
2023
Q4 		$16.4K Hold
200
– – 0.01% 543
2023
Q3 		$13K Hold
200
– – 0.01% 549
2023
Q2 		$12K Buy
+200
New +$11.8K 0.01% 562
2022
Q4 		$13K Hold
200
– – 0.01% 505
2022
Q3 		$14K Hold
200
– – 0.01% 481
2022
Q2 		$15K Hold
200
– – 0.01% 487
2022
Q1 		$16K Hold
200
– – 0.01% 491
2021
Q4 		$16K Buy
+200
New +$16.2K 0.01% 517

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's BPOP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Popular Inc (BPOP) in Q3 2024, closing a stake of 200 shares — an estimated $17.7K sold.

Tyler-Stone Wealth Management first reported a position in BPOP in Q4 2021 and held it in 10 quarters. The position peaked at $17.7K in Q2 2024. 354 funds tracked by Wall St. Rank hold BPOP as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Popular Inc position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Popular Inc shares in Q3 2024, an estimated $17.7K.
  • Tyler-Stone Wealth Management first reported a position in Popular Inc in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Popular Inc position peaked at $17.7K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Popular Inc as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.