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Avantax Planning Partners’s SAP SAP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-151
Closed -$19K – 1013
2018
Q3 		$19K Buy
+151
New +$17.9K ﹤0.01% 720
2018
Q2 		– Sell
-533
Closed -$57K – 1232
2018
Q1 		$57K Buy
+533
New +$57.6K ﹤0.01% 508

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Avantax Planning Partners's SAP Position: Q4 2018 in Review

Avantax Planning Partners sold out of SAP (SAP) in Q4 2018, closing a stake of 151 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in SAP in Q1 2018 and held it in 2 quarters. The position peaked at $57K in Q1 2018. 446 funds tracked by Wall St. Rank hold SAP as of Q4 2018.

  • Avantax Planning Partners reported no remaining SAP position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 151 SAP shares in Q4 2018, an estimated $19K.
  • Avantax Planning Partners first reported a position in SAP in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SAP position peaked at $57K in Q1 2018.
  • 446 funds tracked by Wall St. Rank held SAP as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.