Wetzel Investment Advisors’s OFG Bancorp OFG Stock Holding History

Wetzel Investment Advisors’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	-285	Closed	-$11K	–	1080
2023 Q4	$11K	Buy	+285	New	+$9.38K	0.01%	504

Other funds holding OFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wetzel Investment Advisors's OFG Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of OFG Bancorp (OFG) in Q1 2024, closing a stake of 285 shares — an estimated $11K sold.

Wetzel Investment Advisors first reported a position in OFG in Q4 2023 and held it in 1 quarter. The position peaked at $11K in Q4 2023. 216 funds tracked by Wall St. Rank hold OFG as of Q1 2024.

Wetzel Investment Advisors reported no remaining OFG Bancorp position as of Q1 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 285 OFG Bancorp shares in Q1 2024, an estimated $11K.
Wetzel Investment Advisors first reported a position in OFG Bancorp in Q4 2023 and held it in 1 quarter.
Wetzel Investment Advisors's OFG Bancorp position peaked at $11K in Q4 2023.
216 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.