AWM
IFS icon

Avior Wealth Management’s Intercorp Financial Services IFS Stock Holding History

Avior Wealth Management’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40
Closed -$952 – 2953
2024
Q1 		$952 Buy
+40
New +$1.01K ﹤0.01% 2408

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avior Wealth Management's IFS Position: Q2 2024 in Review

Avior Wealth Management sold out of Intercorp Financial Services (IFS) in Q2 2024, closing a stake of 40 shares — an estimated $952 sold.

Avior Wealth Management first reported a position in IFS in Q1 2024 and held it in 1 quarter. The position peaked at $952 in Q1 2024. 41 funds tracked by Wall St. Rank hold IFS as of Q2 2024.

  • Avior Wealth Management reported no remaining Intercorp Financial Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 40 Intercorp Financial Services shares in Q2 2024, an estimated $952.
  • Avior Wealth Management first reported a position in Intercorp Financial Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Intercorp Financial Services position peaked at $952 in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.