Pictet Asset Management (Switzerland)’s Intercorp Financial Services IFS Stock Holding History

Pictet Asset Management (Switzerland)’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 Q4	–	Sell	-13,700	Closed	-$275K	–	1999
2022 Q3	$275K	Hold	13,700	–	–	﹤0.01%	1278
2022 Q2	$321K	Sell	13,700 -6,867	-33%	-$189K	﹤0.01%	1244
2022 Q1	$711K	Hold	20,567	–	–	﹤0.01%	1103
2021 Q4	$543K	Hold	20,567	–	–	﹤0.01%	1182
2021 Q3	$459K	Buy	+20,567	New	+$448K	﹤0.01%	1237

Other funds holding IFS

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s IFS Position: Q4 2022 in Review

Pictet Asset Management (Switzerland) sold out of Intercorp Financial Services (IFS) in Q4 2022, closing a stake of 13,700 shares — an estimated $275K sold.

Pictet Asset Management (Switzerland) first reported a position in IFS in Q3 2021 and held it in 5 quarters. The position peaked at $711K in Q1 2022. 43 funds tracked by Wall St. Rank hold IFS as of Q4 2022.

Pictet Asset Management (Switzerland) reported no remaining Intercorp Financial Services position as of Q4 2022 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 13,700 Intercorp Financial Services shares in Q4 2022, an estimated $275K.
Pictet Asset Management (Switzerland) first reported a position in Intercorp Financial Services in Q3 2021 and held it in 5 quarters.
Pictet Asset Management (Switzerland)'s Intercorp Financial Services position peaked at $711K in Q1 2022.
43 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 13 Feb 2023.