CFM Wealth Partners’s SAP SAP Stock Holding History

CFM Wealth 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
2020 Q2	–	Sell	-556	Closed	-$61K	–	539
2020 Q1	$61K	Buy	+556	New	+$70.1K	0.03%	246

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CFM Wealth Partners's SAP Position: Q2 2020 in Review

CFM Wealth Partners sold out of SAP (SAP) in Q2 2020, closing a stake of 556 shares — an estimated $61K sold.

CFM Wealth Partners first reported a position in SAP in Q1 2020 and held it in 1 quarter. The position peaked at $61K in Q1 2020. 512 funds tracked by Wall St. Rank hold SAP as of Q2 2020.

CFM Wealth Partners reported no remaining SAP position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 556 SAP shares in Q2 2020, an estimated $61K.
CFM Wealth Partners first reported a position in SAP in Q1 2020 and held it in 1 quarter.
CFM Wealth Partners's SAP position peaked at $61K in Q1 2020.
512 funds tracked by Wall St. Rank held SAP as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.