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Global Wealth Strategies & Associates’s SAP SAP Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q1 		– Sell
-72
Closed -$7.43K – 382
2022
Q4 		$7.43K Buy
+72
New +$7.21K ﹤0.01% 180

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Strategies & Associates's SAP Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of SAP (SAP) in Q1 2023, closing a stake of 72 shares — an estimated $7.43K sold.

Global Wealth Strategies & Associates first reported a position in SAP in Q4 2022 and held it in 1 quarter. The position peaked at $7.43K in Q4 2022. 529 funds tracked by Wall St. Rank hold SAP as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining SAP position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 72 SAP shares in Q1 2023, an estimated $7.43K.
  • Global Wealth Strategies & Associates first reported a position in SAP in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's SAP position peaked at $7.43K in Q4 2022.
  • 529 funds tracked by Wall St. Rank held SAP as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.