Belpointe Asset Management’s Credicorp BAP Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-24	Closed	-$3.18K	–	823
2023 Q1	$3.18K	Buy	24 +3	+14%	+$403	﹤0.01%	3175
2022 Q4	$2.85K	Buy	+21	New	+$2.98K	﹤0.01%	3140

Other funds holding BAP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Belpointe Asset Management's BAP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Credicorp (BAP) in Q2 2023, closing a stake of 24 shares — an estimated $3.18K sold.

Belpointe Asset Management first reported a position in BAP in Q4 2022 and held it in 2 quarters. The position peaked at $3.18K in Q1 2023. 257 funds tracked by Wall St. Rank hold BAP as of Q2 2023.

Belpointe Asset Management reported no remaining Credicorp position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 24 Credicorp shares in Q2 2023, an estimated $3.18K.
Belpointe Asset Management first reported a position in Credicorp in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Credicorp position peaked at $3.18K in Q1 2023.
257 funds tracked by Wall St. Rank held Credicorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.