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Concord Wealth Partners’s SAP SAP Stock Holding History

Concord 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
2025
Q1 		– Sell
-20
Closed -$4.92K – 947
2024
Q4 		$4.92K Hold
20
– – ﹤0.01% 606
2024
Q3 		$4.58K Buy
+20
New +$4.25K ﹤0.01% 650
2022
Q3 		– Sell
-17
Closed -$2K – 943
2022
Q2 		$2K Sell
17
-208
-92% -$20.8K ﹤0.01% 1059
2022
Q1 		$25K Sell
225
-2
-0.9% -$243 0.01% 591
2021
Q4 		$32K Buy
227
+157
+224% +$21.9K 0.01% 544
2021
Q3 		$9K Sell
70
-114
-62% -$16.6K ﹤0.01% 487
2021
Q2 		$26K Buy
184
+15
+9% +$2.09K 0.01% 456
2021
Q1 		$21K Buy
+169
New +$21.4K 0.01% 471

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return