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Wealthspire Advisors (Maryland)’s Credicorp BAP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4
Closed -$1K – 606
2019
Q1 		$1K Hold
4
– – ﹤0.01% 2292
2018
Q4 		$1K Hold
4
– – ﹤0.01% 2222
2018
Q3 		$1K Buy
4
+3
+300% +$671 ﹤0.01% 2253
2018
Q2 		$0 Hold
1
– – ﹤0.01% 2429
2018
Q1 		$0 Hold
1
– – ﹤0.01% 2496
2017
Q4 		$0 Buy
+1
New +$207 ﹤0.01% 2438
2017
Q3 		– Sell
-36
Closed -$6K – 2255
2017
Q2 		$6K Buy
+36
New +$6.01K ﹤0.01% 1698

Other funds holding BAP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BAP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Credicorp (BAP) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BAP in Q2 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2017. 274 funds tracked by Wall St. Rank hold BAP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Credicorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Credicorp shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Credicorp in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Credicorp position peaked at $6K in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Credicorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.