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Veritable’s Popular Inc BPOP Stock Holding History

Veritable’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 		– Sell
-3,921
Closed -$237K – 100
2023
Q2 		$237K Sell
3,921
-24
-0.6% -$1.41K ﹤0.01% 786
2023
Q1 		$226K Buy
3,945
+154
+4% +$10K ﹤0.01% 791
2022
Q4 		$251K Buy
+3,791
New +$264K ﹤0.01% 722

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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Veritable's BPOP Position: Q3 2023 in Review

Veritable sold out of Popular Inc (BPOP) in Q3 2023, closing a stake of 3,921 shares — an estimated $237K sold.

Veritable first reported a position in BPOP in Q4 2022 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 268 funds tracked by Wall St. Rank hold BPOP as of Q3 2023.

  • Veritable reported no remaining Popular Inc position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 3,921 Popular Inc shares in Q3 2023, an estimated $237K.
  • Veritable first reported a position in Popular Inc in Q4 2022 and held it in 3 quarters.
  • Veritable's Popular Inc position peaked at $251K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Popular Inc as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.