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Concord Wealth Partners’s Credicorp BAP Stock Holding History

Concord Wealth Partners’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
2024
Q4 		– Sell
-10
Closed -$1.81K – 926
2024
Q3 		$1.81K Buy
+10
New +$1.71K ﹤0.01% 755

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JP Morgan Chase
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WGI
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HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Concord Wealth Partners's BAP Position: Q4 2024 in Review

Concord Wealth Partners sold out of Credicorp (BAP) in Q4 2024, closing a stake of 10 shares — an estimated $1.81K sold.

Concord Wealth Partners first reported a position in BAP in Q3 2024 and held it in 1 quarter. The position peaked at $1.81K in Q3 2024. 327 funds tracked by Wall St. Rank hold BAP as of Q4 2024.

  • Concord Wealth Partners reported no remaining Credicorp position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Credicorp shares in Q4 2024, an estimated $1.81K.
  • Concord Wealth Partners first reported a position in Credicorp in Q3 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Credicorp position peaked at $1.81K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Credicorp as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.