CWM
BAP icon

Cordatus Wealth Management’s Credicorp BAP Stock Holding History

Cordatus Wealth 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
Q1 		– Sell
-5,894
Closed -$800K – 61
2022
Q4 		$800K Buy
+5,894
New +$835K 1.17% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Cordatus Wealth Management's BAP Position: Q1 2023 in Review

Cordatus Wealth Management sold out of Credicorp (BAP) in Q1 2023, closing a stake of 5,894 shares — an estimated $800K sold.

Cordatus Wealth Management first reported a position in BAP in Q4 2022 and held it in 1 quarter. The position peaked at $800K in Q4 2022. 237 funds tracked by Wall St. Rank hold BAP as of Q1 2023.

  • Cordatus Wealth Management reported no remaining Credicorp position as of Q1 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 5,894 Credicorp shares in Q1 2023, an estimated $800K.
  • Cordatus Wealth Management first reported a position in Credicorp in Q4 2022 and held it in 1 quarter.
  • Cordatus Wealth Management's Credicorp position peaked at $800K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Credicorp as of Q1 2023.

Based on Cordatus Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.