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Evoke Wealth’s Credicorp BAP Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-34
Closed -$4K – 430
2022
Q3 		$4K Hold
34
– – ﹤0.01% 906
2022
Q2 		$4K Hold
34
– – ﹤0.01% 916
2022
Q1 		$6K Sell
34
-76
-69% -$11.5K ﹤0.01% 856
2021
Q4 		$13K Sell
110
-59
-35% -$7.23K ﹤0.01% 742
2021
Q3 		$18K Buy
169
+72
+74% +$7.85K ﹤0.01% 650
2021
Q2 		$12K Hold
97
– – ﹤0.01% 720
2021
Q1 		$13K Buy
97
+58
+149% +$9.01K ﹤0.01% 644
2020
Q4 		$6K Hold
39
– – ﹤0.01% 663
2020
Q3 		$5K Hold
39
– – ﹤0.01% 652
2020
Q2 		$5K Hold
39
– – ﹤0.01% 655
2020
Q1 		$5.58K Hold
39
– – ﹤0.01% 588
2019
Q4 		$8.31K Hold
39
– – ﹤0.01% 797
2019
Q3 		$8.13K Buy
+39
New +$8.45K ﹤0.01% 874

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Evoke Wealth's BAP Position: Q4 2022 in Review

Evoke Wealth sold out of Credicorp (BAP) in Q4 2022, closing a stake of 34 shares — an estimated $4K sold.

Evoke Wealth first reported a position in BAP in Q3 2019 and held it in 13 quarters. The position peaked at $18K in Q3 2021. 265 funds tracked by Wall St. Rank hold BAP as of Q4 2022.

  • Evoke Wealth reported no remaining Credicorp position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 34 Credicorp shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Credicorp in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Credicorp position peaked at $18K in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Credicorp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.