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Evermay Wealth Management’s Credicorp BAP Stock Holding History

Evermay 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
Q4 		– Sell
-9
Closed -$1.66K – 578
2024
Q3 		$1.66K Hold
9
– – ﹤0.01% 551
2024
Q2 		$1.45K Hold
9
– – ﹤0.01% 556
2024
Q1 		$1.52K Hold
9
– – ﹤0.01% 553
2023
Q4 		$1.35K Hold
9
– – ﹤0.01% 538
2023
Q3 		$1.15K Hold
9
– – ﹤0.01% 521
2023
Q2 		$1.33K Buy
+9
New +$1.24K ﹤0.01% 513

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
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

Evermay Wealth Management's BAP Position: Q4 2024 in Review

Evermay Wealth Management sold out of Credicorp (BAP) in Q4 2024, closing a stake of 9 shares — an estimated $1.66K sold.

Evermay Wealth Management first reported a position in BAP in Q2 2023 and held it in 6 quarters. The position peaked at $1.66K in Q3 2024. 327 funds tracked by Wall St. Rank hold BAP as of Q4 2024.

  • Evermay Wealth Management reported no remaining Credicorp position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 9 Credicorp shares in Q4 2024, an estimated $1.66K.
  • Evermay Wealth Management first reported a position in Credicorp in Q2 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Credicorp position peaked at $1.66K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Credicorp as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.