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Jackson Grant Investment Advisers’s Credicorp BAP Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-48
Closed -$6.36K – 422
2023
Q1 		$6.36K Buy
+48
New +$6.44K ﹤0.01% 313

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Jackson Grant Investment Advisers's BAP Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Credicorp (BAP) in Q2 2023, closing a stake of 48 shares — an estimated $6.36K sold.

Jackson Grant Investment Advisers first reported a position in BAP in Q1 2023 and held it in 1 quarter. The position peaked at $6.36K in Q1 2023. 257 funds tracked by Wall St. Rank hold BAP as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Credicorp position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 48 Credicorp shares in Q2 2023, an estimated $6.36K.
  • Jackson Grant Investment Advisers first reported a position in Credicorp in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Credicorp position peaked at $6.36K in Q1 2023.
  • 257 funds tracked by Wall St. Rank held Credicorp as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.