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Focused Wealth Management’s SAP SAP Stock Holding History

Focused Wealth Management’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 		– Sell
-70
Closed -$10.8K – 813
2023
Q4 		$10.8K Buy
+70
New +$10.1K ﹤0.01% 536

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

Focused Wealth Management's SAP Position: Q1 2024 in Review

Focused Wealth Management sold out of SAP (SAP) in Q1 2024, closing a stake of 70 shares — an estimated $10.8K sold.

Focused Wealth Management first reported a position in SAP in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 705 funds tracked by Wall St. Rank hold SAP as of Q1 2024.

  • Focused Wealth Management reported no remaining SAP position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 70 SAP shares in Q1 2024, an estimated $10.8K.
  • Focused Wealth Management first reported a position in SAP in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's SAP position peaked at $10.8K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held SAP as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.