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Concourse Financial Group Securities’s Credicorp BAP Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-60
Closed -$11K – 177
2024
Q4 		$11K Sell
60
-2
-3% -$374 ﹤0.01% 1697
2024
Q3 		$11.4K Hold
62
– – ﹤0.01% 1664
2024
Q2 		$10K Sell
62
-1
-2% -$165 ﹤0.01% 1695
2024
Q1 		$10.7K Sell
63
-2
-3% -$322 ﹤0.01% 1681
2023
Q4 		$9.74K Sell
65
-2
-3% -$259 ﹤0.01% 1686
2023
Q3 		$8.57K Hold
67
– – ﹤0.01% 1694
2023
Q2 		$9.89K Buy
+67
New +$9.19K ﹤0.01% 1650

Other funds holding BAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Concourse Financial Group Securities's BAP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Credicorp (BAP) in Q1 2025, closing a stake of 60 shares — an estimated $11K sold.

Concourse Financial Group Securities first reported a position in BAP in Q2 2023 and held it in 7 quarters. The position peaked at $11.4K in Q3 2024. 346 funds tracked by Wall St. Rank hold BAP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Credicorp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 60 Credicorp shares in Q1 2025, an estimated $11K.
  • Concourse Financial Group Securities first reported a position in Credicorp in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's Credicorp position peaked at $11.4K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Credicorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.