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Dougherty Wealth Advisers’s SAP SAP Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-183
Closed -$29K – 151
2020
Q3 		$29K Hold
183
– – 0.1% 121
2020
Q2 		$26K Hold
183
– – 0.1% 128
2020
Q1 		$20K Hold
183
– – 0.08% 137
2019
Q4 		$25K Hold
183
– – 0.08% 144
2019
Q3 		$22K Hold
183
– – 0.07% 145
2019
Q2 		$25K Hold
183
– – 0.07% 165
2019
Q1 		$21K Hold
183
– – 0.07% 150
2018
Q4 		$19K Buy
+183
New +$19.5K 0.06% 164

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dougherty Wealth Advisers's SAP Position: Q4 2020 in Review

Dougherty Wealth Advisers sold out of SAP (SAP) in Q4 2020, closing a stake of 183 shares — an estimated $29K sold.

Dougherty Wealth Advisers first reported a position in SAP in Q4 2018 and held it in 8 quarters. The position peaked at $29K in Q3 2020. 500 funds tracked by Wall St. Rank hold SAP as of Q4 2020.

  • Dougherty Wealth Advisers reported no remaining SAP position as of Q4 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 183 SAP shares in Q4 2020, an estimated $29K.
  • Dougherty Wealth Advisers first reported a position in SAP in Q4 2018 and held it in 8 quarters.
  • Dougherty Wealth Advisers's SAP position peaked at $29K in Q3 2020.
  • 500 funds tracked by Wall St. Rank held SAP as of Q4 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2020, filed 4 Feb 2021.