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Accurate Wealth Management’s SAP SAP Stock Holding History

Accurate Wealth Management’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$11.3K – 1189
2022
Q4 		$11.3K Buy
+100
New +$10K ﹤0.01% 824

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accurate Wealth Management's SAP Position: Q1 2023 in Review

Accurate Wealth Management sold out of SAP (SAP) in Q1 2023, closing a stake of 100 shares — an estimated $11.3K sold.

Accurate Wealth Management first reported a position in SAP in Q4 2022 and held it in 1 quarter. The position peaked at $11.3K in Q4 2022. 529 funds tracked by Wall St. Rank hold SAP as of Q1 2023.

  • Accurate Wealth Management reported no remaining SAP position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 SAP shares in Q1 2023, an estimated $11.3K.
  • Accurate Wealth Management first reported a position in SAP in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's SAP position peaked at $11.3K in Q4 2022.
  • 529 funds tracked by Wall St. Rank held SAP as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.