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Alterna Wealth Management’s Credicorp BAP Stock Holding History

Alterna Wealth Management’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,687
Closed -$229K – 109
2022
Q4 		$229K Hold
1,687
– – 0.26% 78
2022
Q3 		$207K Buy
+1,687
New +$216K 0.25% 71

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Schroder Investment Management Group
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Invesco
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WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
MIP
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AI
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Alterna Wealth Management's BAP Position: Q1 2023 in Review

Alterna Wealth Management sold out of Credicorp (BAP) in Q1 2023, closing a stake of 1,687 shares — an estimated $229K sold.

Alterna Wealth Management first reported a position in BAP in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q4 2022. 237 funds tracked by Wall St. Rank hold BAP as of Q1 2023.

  • Alterna Wealth Management reported no remaining Credicorp position as of Q1 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 1,687 Credicorp shares in Q1 2023, an estimated $229K.
  • Alterna Wealth Management first reported a position in Credicorp in Q3 2022 and held it in 2 quarters.
  • Alterna Wealth Management's Credicorp position peaked at $229K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Credicorp as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.