Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Credicorp BAP Stock Holding History

Envestnet Portfolio 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
2025
Q1 		– Sell
-1,628
Closed -$298K – 1557
2024
Q4 		$298K Buy
1,628
+67
+4% +$12.5K ﹤0.01% 1511
2024
Q3 		$283K Sell
1,561
-315
-17% -$53.7K ﹤0.01% 1483
2024
Q2 		$303K Sell
1,876
-147
-7% -$24.3K ﹤0.01% 1375
2024
Q1 		$343K Buy
2,023
+186
+10% +$29.9K ﹤0.01% 1287
2023
Q4 		$275K Buy
1,837
+134
+8% +$17.4K ﹤0.01% 1338
2023
Q3 		$218K Buy
+1,703
New +$247K ﹤0.01% 1397

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 $298B AUM 21.96% 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

Envestnet Portfolio Solutions's BAP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Credicorp (BAP) in Q1 2025, closing a stake of 1,628 shares — an estimated $298K sold.

Envestnet Portfolio Solutions first reported a position in BAP in Q3 2023 and held it in 6 quarters. The position peaked at $343K in Q1 2024. 345 funds tracked by Wall St. Rank hold BAP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Credicorp position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,628 Credicorp shares in Q1 2025, an estimated $298K.
  • Envestnet Portfolio Solutions first reported a position in Credicorp in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Credicorp position peaked at $343K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Credicorp as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.