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West Tower Group’s OFG Bancorp OFG Stock Holding History

West Tower Group’s Portfolio OFG Stock Details OFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,179
Closed -$44.2K – 387
2023
Q4 		$44.2K Buy
1,179
+854
+263% +$28.1K 0.09% 191
2023
Q3 		$9.71K Buy
+325
New +$9.92K 0.01% 403

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Tower Group's OFG Position: Q1 2024 in Review

West Tower Group sold out of OFG Bancorp (OFG) in Q1 2024, closing a stake of 1,179 shares — an estimated $44.2K sold.

West Tower Group first reported a position in OFG in Q3 2023 and held it in 2 quarters. The position peaked at $44.2K in Q4 2023. 216 funds tracked by Wall St. Rank hold OFG as of Q1 2024.

  • West Tower Group reported no remaining OFG Bancorp position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 1,179 OFG Bancorp shares in Q1 2024, an estimated $44.2K.
  • West Tower Group first reported a position in OFG Bancorp in Q3 2023 and held it in 2 quarters.
  • West Tower Group's OFG Bancorp position peaked at $44.2K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.