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Dynasty Wealth Management’s Credicorp BAP Stock Holding History

Dynasty 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
2024
Q2 		– Sell
-2,267
Closed -$384K – 243
2024
Q1 		$384K Buy
+2,267
New +$365K 0.01% 207

Other funds holding BAP

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dynasty Wealth Management's BAP Position: Q2 2024 in Review

Dynasty Wealth Management sold out of Credicorp (BAP) in Q2 2024, closing a stake of 2,267 shares — an estimated $384K sold.

Dynasty Wealth Management first reported a position in BAP in Q1 2024 and held it in 1 quarter. The position peaked at $384K in Q1 2024. 317 funds tracked by Wall St. Rank hold BAP as of Q2 2024.

  • Dynasty Wealth Management reported no remaining Credicorp position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,267 Credicorp shares in Q2 2024, an estimated $384K.
  • Dynasty Wealth Management first reported a position in Credicorp in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Credicorp position peaked at $384K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Credicorp as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.