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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 $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's SAP Position: Q1 2025 in Review

Concord Wealth Partners sold out of SAP (SAP) in Q1 2025, closing a stake of 20 shares — an estimated $4.92K sold.

Concord Wealth Partners first reported a position in SAP in Q1 2021 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 889 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Concord Wealth Partners reported no remaining SAP position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 20 SAP shares in Q1 2025, an estimated $4.92K.
  • Concord Wealth Partners first reported a position in SAP in Q1 2021 and held it in 8 quarters.
  • Concord Wealth Partners's SAP position peaked at $32K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.