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Anderson Financial Strategies’s Credicorp BAP Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-18
Closed -$3.35K – 54
2025
Q1 		$3.35K Buy
+18
New +$3.34K ﹤0.01% 199

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Massachusetts Financial Services
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Anderson Financial Strategies's BAP Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Credicorp (BAP) in Q2 2025, closing a stake of 18 shares — an estimated $3.35K sold.

Anderson Financial Strategies first reported a position in BAP in Q1 2025 and held it in 1 quarter. The position peaked at $3.35K in Q1 2025. 339 funds tracked by Wall St. Rank hold BAP as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Credicorp position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 18 Credicorp shares in Q2 2025, an estimated $3.35K.
  • Anderson Financial Strategies first reported a position in Credicorp in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Credicorp position peaked at $3.35K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Credicorp as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.