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Valeo Financial Advisors’s Credicorp BAP Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-32
Closed -$4K – 1623
2020
Q2 		$4K Buy
32
+12
+60% +$1.71K ﹤0.01% 1570
2020
Q1 		$3K Hold
20
– – ﹤0.01% 1396
2019
Q4 		$4K Hold
20
– – ﹤0.01% 1324
2019
Q3 		$4K Hold
20
– – ﹤0.01% 1229
2019
Q2 		$5K Hold
20
– – ﹤0.01% 1189
2019
Q1 		$5K Hold
20
– – ﹤0.01% 1142
2018
Q4 		$4K Sell
20
-17
-46% -$3.76K ﹤0.01% 1121
2018
Q3 		$8K Hold
37
– – ﹤0.01% 1022
2018
Q2 		$8K Buy
+37
New +$8.41K ﹤0.01% 994

Other funds holding BAP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's BAP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Credicorp (BAP) in Q3 2020, closing a stake of 32 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in BAP in Q2 2018 and held it in 9 quarters. The position peaked at $8K in Q3 2018. 232 funds tracked by Wall St. Rank hold BAP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Credicorp position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 32 Credicorp shares in Q3 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Credicorp in Q2 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Credicorp position peaked at $8K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Credicorp as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.