IBEX Wealth Advisors’s SAP SAP Stock Holding History

IBEX 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 Q3	–	Sell	-138	Closed	-$27.8K	–	238
2024 Q2	$27.8K	Buy	+138	New	+$26.1K	﹤0.01%	181
2017 Q1	–	Sell	-48	Closed	-$4K	–	324
2016 Q4	$4K	Buy	+48	New	+$4.12K	﹤0.01%	401

Other funds holding SAP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IBEX Wealth Advisors's SAP Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of SAP (SAP) in Q3 2024, closing a stake of 138 shares — an estimated $27.8K sold.

IBEX Wealth Advisors first reported a position in SAP in Q4 2016 and held it in 2 quarters. The position peaked at $27.8K in Q2 2024. 791 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

IBEX Wealth Advisors reported no remaining SAP position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 138 SAP shares in Q3 2024, an estimated $27.8K.
IBEX Wealth Advisors first reported a position in SAP in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's SAP position peaked at $27.8K in Q2 2024.
791 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.