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Heritage Wealth Management (Arizona)’s SAP SAP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$96.4K Buy
934
+327
+54% +$32.7K 0.01% 417
2022
Q3 		$49K Buy
607
+6
+1% +$530 0.02% 403
2022
Q2 		$54.5K Sell
601
-4,523
-88% -$452K 0.02% 407
2022
Q1 		$569K Buy
+5,124
New +$623K 0.15% 103
2021
Q3 		$375K Buy
2,781
+514
+23% +$74.6K 0.13% 120
2021
Q2 		$318K Buy
+2,267
New +$316K 0.12% 143

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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SAP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SAP (SAP) stake by 54% in Q4 2022, buying an estimated $32.7K and bringing the position to 934 shares worth $96.4K. The position accounts for 0.01% of the portfolio, ranked #417.

Heritage Wealth Management (Arizona) first reported a position in SAP in Q2 2021 and has held it in 6 quarters since. The position peaked at $569K in Q1 2022. 491 funds tracked by Wall St. Rank hold SAP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 934 shares of SAP worth $96.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 327 SAP shares in Q4 2022, an estimated $32.7K.
  • SAP made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #417 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SAP in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s SAP position peaked at $569K in Q1 2022.
  • 491 funds tracked by Wall St. Rank held SAP as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.