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Avior Wealth Management’s Credicorp BAP Stock Holding History

Avior 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
2025
Q1 		– Sell
-263
Closed -$48.2K – 872
2024
Q4 		$48.2K Hold
263
– – ﹤0.01% 1167
2024
Q3 		$47.6K Hold
263
– – ﹤0.01% 1133
2024
Q2 		$42.4K Sell
263
-200
-43% -$33.1K ﹤0.01% 1152
2024
Q1 		$78.4K Buy
+463
New +$74.5K ﹤0.01% 1053

Other funds holding BAP

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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
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avior Wealth Management's BAP Position: Q1 2025 in Review

Avior Wealth Management sold out of Credicorp (BAP) in Q1 2025, closing a stake of 263 shares — an estimated $48.2K sold.

Avior Wealth Management first reported a position in BAP in Q1 2024 and held it in 4 quarters. The position peaked at $78.4K in Q1 2024. 345 funds tracked by Wall St. Rank hold BAP as of Q1 2025.

  • Avior Wealth Management reported no remaining Credicorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 263 Credicorp shares in Q1 2025, an estimated $48.2K.
  • Avior Wealth Management first reported a position in Credicorp in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Credicorp position peaked at $78.4K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Credicorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.