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Popular shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $74k 928 79.74
2021-12-31 $76k 928 81.90
2021-09-30 $72k 928 77.59
2013-12-31 $999 48 20.83

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding Popular

Vanguard Group
T. Rowe Price Associates
Dimensional Fund Advisors
BlackRock
FMR
T. Rowe Price Investment Management
State Street Corporation
Wellington Management Company
Polaris Capital Management
Ameriprise Financial
American Century Companies
Hotchkis and Wiley Capital Management
Geode Capital Management
Principal Financial Group
Frontier Capital Management

View all funds holding Popular