JWM
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Janiczek Wealth Management’s Credicorp BAP Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$168K Sell
1,041
-9
-0.9% -$1.49K 0.04% 209
2024
Q1 		$178K Buy
1,050
+76
+8% +$12.2K 0.04% 193
2023
Q4 		$146K Buy
974
+196
+25% +$25.4K 0.04% 212
2023
Q3 		$99.6K Sell
778
-86
-10% -$12.5K 0.03% 249
2023
Q2 		$128K Buy
864
+218
+34% +$29.9K 0.04% 180
2023
Q1 		$85K Buy
646
+13
+2% +$1.74K 0.02% 241
2022
Q4 		$93.9K Buy
633
+13
+2% +$1.84K 0.03% 235
2022
Q3 		$79K Buy
620
+107
+21% +$13.7K 0.03% 235
2022
Q2 		$66K Sell
513
-284
-36% -$39K 0.02% 266
2022
Q1 		$137K Buy
797
+149
+23% +$22.5K 0.04% 163
2021
Q4 		$79K Buy
648
+159
+33% +$19.5K 0.02% 223
2021
Q3 		$54K Buy
489
+272
+125% +$29.7K 0.02% 267
2021
Q2 		$26K Sell
217
-88
-29% -$11.5K 0.01% 373
2021
Q1 		$42K Buy
305
+17
+6% +$2.64K 0.02% 257
2020
Q4 		$47K Buy
288
+157
+120% +$21.8K 0.02% 214
2020
Q3 		$16K Buy
+131
New +$16.8K 0.01% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's BAP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Credicorp (BAP) stake by 0.86% in Q2 2024, selling an estimated $1.49K and leaving 1,041 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #209.

Janiczek Wealth Management first reported a position in BAP in Q3 2020 and has held it in 16 quarters since. The position peaked at $178K in Q1 2024. 317 funds tracked by Wall St. Rank hold BAP as of Q2 2024.

  • Janiczek Wealth Management held 1,041 shares of Credicorp worth $168K as of Q2 2024.
  • Janiczek Wealth Management sold 9 Credicorp shares in Q2 2024, an estimated $1.49K.
  • Credicorp made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #209 holding.
  • Janiczek Wealth Management first reported a position in Credicorp in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Credicorp position peaked at $178K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Credicorp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.