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Evolution Wealth Advisors’s SAP SAP Stock Holding History

Evolution Wealth Advisors’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
2021
Q2 		– Sell
-146
Closed -$18K – 665
2021
Q1 		$18K Buy
+146
New +$18.5K ﹤0.01% 313
2020
Q1 		– Sell
-172
Closed -$23K – 590
2019
Q4 		$23K Buy
+172
New +$22.6K 0.01% 214

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's SAP Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of SAP (SAP) in Q2 2021, closing a stake of 146 shares — an estimated $18K sold.

Evolution Wealth Advisors first reported a position in SAP in Q4 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 510 funds tracked by Wall St. Rank hold SAP as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining SAP position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 146 SAP shares in Q2 2021, an estimated $18K.
  • Evolution Wealth Advisors first reported a position in SAP in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's SAP position peaked at $23K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held SAP as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.