WAM
BPOP icon

Wealthspire Advisors (Maryland)’s Popular Inc BPOP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-172
Closed -$9K – 673
2019
Q1 		$9K Sell
172
-5
-3% -$266 ﹤0.01% 1568
2018
Q4 		$8K Hold
177
– – ﹤0.01% 1536
2018
Q3 		$9K Hold
177
– – ﹤0.01% 1549
2018
Q2 		$8K Hold
177
– – ﹤0.01% 1611
2018
Q1 		$7K Sell
177
-27
-13% -$1.11K ﹤0.01% 1670
2017
Q4 		$7K Sell
204
-49
-19% -$1.69K ﹤0.01% 1716
2017
Q3 		$9K Sell
253
-6
-2% -$243 ﹤0.01% 1600
2017
Q2 		$11K Buy
259
+6
+2% +$238 ﹤0.01% 1484
2017
Q1 		$10K Buy
253
+75
+42% +$3.23K ﹤0.01% 1333
2016
Q4 		$8K Hold
178
– – ﹤0.01% 1283
2016
Q3 		$7K Hold
178
– – ﹤0.01% 1317
2016
Q2 		$5K Hold
178
– – ﹤0.01% 1333
2016
Q1 		$5K Buy
+178
New +$4.66K ﹤0.01% 1331

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return