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FirstPurpose Wealth’s SAP SAP Stock Holding History

FirstPurpose Wealth’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
Q1 		$681K Sell
3,698
-66
-2% -$11.7K 0.25% 73
2023
Q4 		$582K Buy
3,764
+787
+26% +$114K 0.22% 76
2023
Q3 		$385K Buy
2,977
+276
+10% +$37.6K 0.17% 104
2023
Q2 		$370K Buy
2,701
+270
+11% +$35.7K 0.16% 108
2023
Q1 		$308K Buy
+2,431
New +$285K 0.15% 123

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FirstPurpose Wealth's SAP Position: Q1 2024 in Review

FirstPurpose Wealth reduced its SAP (SAP) stake by 1.8% in Q1 2024, selling an estimated $11.7K and leaving 3,698 shares worth $681K. The position accounts for 0.25% of the portfolio, ranked #73.

FirstPurpose Wealth first reported a position in SAP in Q1 2023 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold SAP as of Q1 2024.

  • FirstPurpose Wealth held 3,698 shares of SAP worth $681K as of Q1 2024.
  • FirstPurpose Wealth sold 66 SAP shares in Q1 2024, an estimated $11.7K.
  • SAP made up 0.25% of FirstPurpose Wealth's portfolio in Q1 2024, its #73 holding.
  • FirstPurpose Wealth first reported a position in SAP in Q1 2023 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held SAP as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.