EverSource Wealth Advisors’s Credicorp BAP Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$122K	Buy	359 +171	+91%	+$57.3K	﹤0.01%	1317
2025 Q4	$54K	Buy	188 +58	+45%	+$15.4K	﹤0.01%	1694
2025 Q3	$34.6K	Buy	130 +20	+18%	+$4.95K	﹤0.01%	1969
2025 Q2	$24.6K	Buy	110 +13	+13%	+$2.63K	﹤0.01%	2139
2025 Q1	$18.1K	Buy	97 +3	+3%	+$557	﹤0.01%	1742
2024 Q4	$17.2K	Buy	94 +17	+22%	+$3.18K	﹤0.01%	1709
2024 Q3	$13.9K	Sell	77 -2	-3%	-$341	﹤0.01%	1678
2024 Q2	$13.5K	Sell	79 -11	-12%	-$1.82K	﹤0.01%	1703
2024 Q1	$14.9K	Buy	90 +17	+23%	+$2.73K	﹤0.01%	1502
2023 Q4	$10.9K	Sell	73 -56	-43%	-$7.27K	﹤0.01%	1520
2023 Q3	$16.5K	Hold	129	–	–	﹤0.01%	1202
2023 Q2	$19K	Buy	+129	New	+$17.7K	﹤0.01%	1171
2023 Q1	–	Sell	-25	Closed	-$3.39K	–	2390
2022 Q4	$3.39K	Sell	25 -140	-85%	-$19.8K	﹤0.01%	1737
2022 Q3	$20K	Buy	+165	New	+$21.1K	﹤0.01%	897

Other funds holding BAP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return