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Financial Synergies Wealth Advisors’s SAP SAP Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-12
Closed -$2.34K – 381
2024
Q1 		$2.34K Sell
12
-2
-14% -$355 ﹤0.01% 307
2023
Q4 		$1.45K Buy
14
+2
+17% +$289 ﹤0.01% 282
2023
Q3 		$1.55K Hold
12
– – ﹤0.01% 329
2023
Q2 		$1.64K Sell
12
-2
-14% -$264 ﹤0.01% 311
2023
Q1 		$1.77K Hold
14
– – ﹤0.01% 308
2022
Q4 		$1.45K Buy
+14
New +$1.4K ﹤0.01% 282
2022
Q3 		– Sell
-19
Closed -$1.72K – 512
2022
Q2 		$1.72K Buy
+19
New +$1.9K ﹤0.01% 255

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Synergies Wealth Advisors's SAP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of SAP (SAP) in Q2 2024, closing a stake of 12 shares — an estimated $2.34K sold.

Financial Synergies Wealth Advisors first reported a position in SAP in Q2 2022 and held it in 7 quarters. The position peaked at $2.34K in Q1 2024. 743 funds tracked by Wall St. Rank hold SAP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining SAP position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 12 SAP shares in Q2 2024, an estimated $2.34K.
  • Financial Synergies Wealth Advisors first reported a position in SAP in Q2 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's SAP position peaked at $2.34K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held SAP as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.