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Spire Wealth Management’s Credicorp BAP Stock Holding History

Spire 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
2025
Q4 		– Sell
-156
Closed -$41.5K – 2314
2025
Q3 		$41.5K Buy
+156
New +$38.6K ﹤0.01% 1297
2022
Q3 		– Sell
-117
Closed -$14K – 2201
2022
Q2 		$14K Buy
117
+73
+166% +$10K ﹤0.01% 1791
2022
Q1 		$8K Buy
44
+21
+91% +$3.17K ﹤0.01% 2088
2021
Q4 		$3K Buy
+23
New +$2.82K ﹤0.01% 2676
2021
Q2 		– Sell
-25
Closed -$3K – 2605
2021
Q1 		$3K Buy
+25
New +$3.88K ﹤0.01% 2735

Other funds holding BAP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return