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Sowell Financial Services’s Credicorp BAP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-685
Closed -$80K – 723
2021
Q1 		$80K Buy
+685
New +$106K ﹤0.01% 1470
2020
Q1 		– Sell
-26
Closed -$6K – 2418
2019
Q4 		$6K Buy
+26
New +$5.45K ﹤0.01% 1826

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's BAP Position: Q2 2021 in Review

Sowell Financial Services sold out of Credicorp (BAP) in Q2 2021, closing a stake of 685 shares — an estimated $80K sold.

Sowell Financial Services first reported a position in BAP in Q4 2019 and held it in 2 quarters. The position peaked at $80K in Q1 2021. 234 funds tracked by Wall St. Rank hold BAP as of Q2 2021.

  • Sowell Financial Services reported no remaining Credicorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 685 Credicorp shares in Q2 2021, an estimated $80K.
  • Sowell Financial Services first reported a position in Credicorp in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Credicorp position peaked at $80K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Credicorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.