FHA
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First Horizon Advisors’s Intercorp Financial Services IFS Stock Holding History

First Horizon Advisors’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38
Closed -$855 – 2410
2023
Q3 		$855 Buy
+38
New +$911 ﹤0.01% 2241

Other funds holding IFS

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's IFS Position: Q4 2023 in Review

First Horizon Advisors sold out of Intercorp Financial Services (IFS) in Q4 2023, closing a stake of 38 shares — an estimated $855 sold.

First Horizon Advisors first reported a position in IFS in Q3 2023 and held it in 1 quarter. The position peaked at $855 in Q3 2023. 34 funds tracked by Wall St. Rank hold IFS as of Q4 2023.

  • First Horizon Advisors reported no remaining Intercorp Financial Services position as of Q4 2023 after selling out during the quarter.
  • First Horizon Advisors sold 38 Intercorp Financial Services shares in Q4 2023, an estimated $855.
  • First Horizon Advisors first reported a position in Intercorp Financial Services in Q3 2023 and held it in 1 quarter.
  • First Horizon Advisors's Intercorp Financial Services position peaked at $855 in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.