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Carolinas Wealth Consulting’s Credicorp BAP Stock Holding History

Carolinas Wealth Consulting’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
-3
Closed -$397 – 1066
2023
Q1 		$397 Buy
+3
New +$403 ﹤0.01% 1017

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Carolinas Wealth Consulting's BAP Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Credicorp (BAP) in Q2 2023, closing a stake of 3 shares — an estimated $397 sold.

Carolinas Wealth Consulting first reported a position in BAP in Q1 2023 and held it in 1 quarter. The position peaked at $397 in Q1 2023. 257 funds tracked by Wall St. Rank hold BAP as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Credicorp position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 Credicorp shares in Q2 2023, an estimated $397.
  • Carolinas Wealth Consulting first reported a position in Credicorp in Q1 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Credicorp position peaked at $397 in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Credicorp as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.