Dimensional Fund Advisors’s Intercorp Financial Services IFS Stock Holding History

Dimensional Fund Advisors’s Portfolio IFS Stock Details IFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19,023	Closed	-$418K	–	3415
2023 Q4	$418K	Sell	19,023 -1,207	-6%	-$23.8K	﹤0.01%	3066
2023 Q3	$456K	Sell	20,230 -1,197	-6%	-$28.7K	﹤0.01%	3062
2023 Q2	$532K	Buy	21,427 +2,886	+16%	+$66.4K	﹤0.01%	3050
2023 Q1	$423K	Sell	18,541 -2,246	-11%	-$52.8K	﹤0.01%	3066
2022 Q4	$489	Sell	20,787 -138	-0.7%	-$3.2K	﹤0.01%	3039
2022 Q3	$420K	Sell	20,925 -500	-2%	-$11.4K	﹤0.01%	3082
2022 Q2	$501K	Buy	21,425 +3,804	+22%	+$105K	﹤0.01%	3064
2022 Q1	$609K	Buy	+17,621	New	+$561K	﹤0.01%	3104

Other funds holding IFS

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

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

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

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors's IFS Position: Q1 2024 in Review

Dimensional Fund Advisors sold out of Intercorp Financial Services (IFS) in Q1 2024, closing a stake of 19,023 shares — an estimated $418K sold.

Dimensional Fund Advisors first reported a position in IFS in Q1 2022 and held it in 8 quarters. The position peaked at $609K in Q1 2022. 42 funds tracked by Wall St. Rank hold IFS as of Q1 2024.

Dimensional Fund Advisors reported no remaining Intercorp Financial Services position as of Q1 2024 after selling out during the quarter.
Dimensional Fund Advisors sold 19,023 Intercorp Financial Services shares in Q1 2024, an estimated $418K.
Dimensional Fund Advisors first reported a position in Intercorp Financial Services in Q1 2022 and held it in 8 quarters.
Dimensional Fund Advisors's Intercorp Financial Services position peaked at $609K in Q1 2022.
42 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2024.

Based on Dimensional Fund Advisors's 13F filing for Q1 2024, filed 10 May 2024.