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Global Retirement Partners’s Intercorp Financial Services IFS Stock Holding History

Global Retirement Partners’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
-241
Closed -$5.13K – 3415
2023
Q3 		$5.13K Hold
241
– – ﹤0.01% 2185
2023
Q2 		$5.99K Sell
241
-104
-30% -$2.39K ﹤0.01% 2134
2023
Q1 		$7.52K Sell
345
-56
-14% -$1.32K ﹤0.01% 2024
2022
Q4 		$9.42K Hold
401
– – ﹤0.01% 1803
2022
Q3 		$10K Buy
+401
New +$9.12K ﹤0.01% 1684

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

Global Retirement Partners's IFS Position: Q4 2023 in Review

Global Retirement Partners sold out of Intercorp Financial Services (IFS) in Q4 2023, closing a stake of 241 shares — an estimated $5.13K sold.

Global Retirement Partners first reported a position in IFS in Q3 2022 and held it in 5 quarters. The position peaked at $10K in Q3 2022. 34 funds tracked by Wall St. Rank hold IFS as of Q4 2023.

  • Global Retirement Partners reported no remaining Intercorp Financial Services position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 241 Intercorp Financial Services shares in Q4 2023, an estimated $5.13K.
  • Global Retirement Partners first reported a position in Intercorp Financial Services in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's Intercorp Financial Services position peaked at $10K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.