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Engrave Wealth Partners’s SAP SAP Stock Holding History

Engrave 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
Q3 		– Sell
-78
Closed -$10K – 354
2020
Q2 		$10K Hold
78
– – 0.01% 249
2020
Q1 		$8K Hold
78
– – 0.01% 226
2019
Q4 		$10K Buy
+78
New +$10.3K 0.01% 304

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

Engrave Wealth Partners's SAP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of SAP (SAP) in Q3 2020, closing a stake of 78 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in SAP in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 540 funds tracked by Wall St. Rank hold SAP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining SAP position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 78 SAP shares in Q3 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in SAP in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's SAP position peaked at $10K in Q2 2020.
  • 540 funds tracked by Wall St. Rank held SAP as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.