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Avantax Advisory Services’s Credicorp BAP Stock Holding History

Avantax Advisory Services’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
2024
Q2 		– Sell
-1,348
Closed -$228K – 2077
2024
Q1 		$228K Sell
1,348
-75
-5% -$12.1K ﹤0.01% 1466
2023
Q4 		$213K Buy
+1,423
New +$185K ﹤0.01% 1443

Other funds holding BAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's BAP Position: Q2 2024 in Review

Avantax Advisory Services sold out of Credicorp (BAP) in Q2 2024, closing a stake of 1,348 shares — an estimated $228K sold.

Avantax Advisory Services first reported a position in BAP in Q4 2023 and held it in 2 quarters. The position peaked at $228K in Q1 2024. 317 funds tracked by Wall St. Rank hold BAP as of Q2 2024.

  • Avantax Advisory Services reported no remaining Credicorp position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,348 Credicorp shares in Q2 2024, an estimated $228K.
  • Avantax Advisory Services first reported a position in Credicorp in Q4 2023 and held it in 2 quarters.
  • Avantax Advisory Services's Credicorp position peaked at $228K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Credicorp as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.