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Atria Wealth Solutions’s SAP SAP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$472K Sell
1,552
-1,794
-54% -$514K 0.01% 943
2025
Q1 		$898K Sell
3,346
-2,165
-39% -$590K 0.01% 931
2024
Q4 		$1.36M Buy
5,511
+2,601
+89% +$619K 0.01% 803
2024
Q3 		$667K Sell
2,910
-600
-17% -$128K 0.01% 1098
2024
Q2 		$708K Buy
3,510
+15
+0.4% +$2.83K 0.01% 1054
2024
Q1 		$682K Sell
3,495
-39
-1% -$6.93K 0.01% 1101
2023
Q4 		$546K Buy
3,534
+1,392
+65% +$201K 0.01% 1165
2023
Q3 		$277K Buy
2,142
+251
+13% +$34.2K ﹤0.01% 1465
2023
Q2 		$259K Sell
1,891
-6
-0.3% -$793 ﹤0.01% 1528
2023
Q1 		$240K Buy
+1,897
New +$223K ﹤0.01% 1555

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return