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Dynamic Advisor Solutions’s Credicorp BAP Stock Holding History

Dynamic Advisor Solutions’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
-1,191
Closed -$216K – 665
2024
Q3 		$216K Buy
+1,191
New +$203K 0.01% 861

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Dynamic Advisor Solutions's BAP Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Credicorp (BAP) in Q4 2024, closing a stake of 1,191 shares — an estimated $216K sold.

Dynamic Advisor Solutions first reported a position in BAP in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 327 funds tracked by Wall St. Rank hold BAP as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Credicorp position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,191 Credicorp shares in Q4 2024, an estimated $216K.
  • Dynamic Advisor Solutions first reported a position in Credicorp in Q3 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Credicorp position peaked at $216K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Credicorp as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.