Axa’s Intercorp Financial Services IFS Stock Holding History

Axa’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
2021 Q1	–	Sell	-80,628	Closed	-$2.61M	–	1269
2020 Q4	$2.61M	Sell	80,628 -39,372	-33%	-$1.02M	0.01%	809
2020 Q3	$2.82M	Buy	120,000 +17,920	+18%	+$450K	0.01%	757
2020 Q2	$2.7M	Hold	102,080	–	–	0.01%	761
2020 Q1	$2.83M	Sell	102,080 -8,625	-8%	-$326K	0.01%	664
2019 Q4	$4.57M	Hold	110,705	–	–	0.02%	650
2019 Q3	$4.56M	Buy	+110,705	New	+$4.54M	0.02%	680

Other funds holding IFS

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Axa's IFS Position: Q1 2021 in Review

Axa sold out of Intercorp Financial Services (IFS) in Q1 2021, closing a stake of 80,628 shares — an estimated $2.61M sold.

Axa first reported a position in IFS in Q3 2019 and held it in 6 quarters. The position peaked at $4.57M in Q4 2019. 38 funds tracked by Wall St. Rank hold IFS as of Q1 2021.

Axa reported no remaining Intercorp Financial Services position as of Q1 2021 after selling out during the quarter.
Axa sold 80,628 Intercorp Financial Services shares in Q1 2021, an estimated $2.61M.
Axa first reported a position in Intercorp Financial Services in Q3 2019 and held it in 6 quarters.
Axa's Intercorp Financial Services position peaked at $4.57M in Q4 2019.
38 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2021.

Based on Axa's 13F filing for Q1 2021, filed 14 May 2021.