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Arkadios Wealth Advisors’s Credicorp BAP Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-156
Closed -$17K – 679
2021
Q3 		$17K Buy
156
+66
+73% +$7.2K ﹤0.01% 1265
2021
Q2 		$11K Buy
90
+41
+84% +$5.36K ﹤0.01% 1495
2021
Q1 		$6K Buy
+49
New +$7.61K ﹤0.01% 1306

Other funds holding BAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arkadios Wealth Advisors's BAP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Credicorp (BAP) in Q4 2021, closing a stake of 156 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in BAP in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 218 funds tracked by Wall St. Rank hold BAP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Credicorp position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 156 Credicorp shares in Q4 2021, an estimated $17K.
  • Arkadios Wealth Advisors first reported a position in Credicorp in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Credicorp position peaked at $17K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Credicorp as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.