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SYSTM Wealth Solutions’s Credicorp BAP Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-256
Closed -$41.3K – 142
2024
Q2 		$41.3K Hold
256
– – 0.01% 295
2024
Q1 		$43.4K Sell
256
-821
-76% -$132K 0.01% 602
2023
Q4 		$161K Buy
+1,077
New +$140K 0.02% 407
2023
Q3 		– Sell
-1,469
Closed -$217K – 464
2023
Q2 		$217K Buy
+1,469
New +$202K 0.03% 443
2023
Q1 		– Sell
-1,916
Closed -$260K – 470
2022
Q4 		$260K Buy
+1,916
New +$272K 0.03% 458

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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

SYSTM Wealth Solutions's BAP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Credicorp (BAP) in Q3 2024, closing a stake of 256 shares — an estimated $41.3K sold.

SYSTM Wealth Solutions first reported a position in BAP in Q4 2022 and held it in 5 quarters. The position peaked at $260K in Q4 2022. 307 funds tracked by Wall St. Rank hold BAP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Credicorp position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 256 Credicorp shares in Q3 2024, an estimated $41.3K.
  • SYSTM Wealth Solutions first reported a position in Credicorp in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Credicorp position peaked at $260K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Credicorp as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.