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HBK Sorce Advisory’s Intercorp Financial Services IFS Stock Holding History

HBK Sorce Advisory’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
2022
Q2 		– Sell
-7,409
Closed -$256K – 507
2022
Q1 		$256K Buy
+7,409
New +$236K 0.01% 437

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HBK Sorce Advisory's IFS Position: Q2 2022 in Review

HBK Sorce Advisory sold out of Intercorp Financial Services (IFS) in Q2 2022, closing a stake of 7,409 shares — an estimated $256K sold.

HBK Sorce Advisory first reported a position in IFS in Q1 2022 and held it in 1 quarter. The position peaked at $256K in Q1 2022. 38 funds tracked by Wall St. Rank hold IFS as of Q2 2022.

  • HBK Sorce Advisory reported no remaining Intercorp Financial Services position as of Q2 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 7,409 Intercorp Financial Services shares in Q2 2022, an estimated $256K.
  • HBK Sorce Advisory first reported a position in Intercorp Financial Services in Q1 2022 and held it in 1 quarter.
  • HBK Sorce Advisory's Intercorp Financial Services position peaked at $256K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2022.

Based on HBK Sorce Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.