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Institute for Wealth Management’s SAP SAP Stock Holding History

Institute for 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
2022
Q4 		– Sell
-2,765
Closed -$225K – 467
2022
Q3 		$225K Buy
2,765
+136
+5% +$12K 0.05% 398
2022
Q2 		$239K Sell
2,629
-190
-7% -$19K 0.05% 453
2022
Q1 		$313K Buy
2,819
+109
+4% +$13.3K 0.05% 414
2021
Q4 		$380K Buy
2,710
+237
+10% +$33.1K 0.06% 328
2021
Q3 		$334K Buy
2,473
+138
+6% +$20K 0.06% 345
2021
Q2 		$328K Buy
2,335
+540
+30% +$75.2K 0.06% 354
2021
Q1 		$220K Buy
1,795
+180
+11% +$22.8K 0.04% 426
2020
Q4 		$211K Buy
1,615
+111
+7% +$14.3K 0.04% 416
2020
Q3 		$234K Buy
+1,504
New +$239K 0.05% 374

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

Institute for Wealth Management's SAP Position: Q4 2022 in Review

Institute for Wealth Management sold out of SAP (SAP) in Q4 2022, closing a stake of 2,765 shares — an estimated $225K sold.

Institute for Wealth Management first reported a position in SAP in Q3 2020 and held it in 9 quarters. The position peaked at $380K in Q4 2021. 491 funds tracked by Wall St. Rank hold SAP as of Q4 2022.

  • Institute for Wealth Management reported no remaining SAP position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 2,765 SAP shares in Q4 2022, an estimated $225K.
  • Institute for Wealth Management first reported a position in SAP in Q3 2020 and held it in 9 quarters.
  • Institute for Wealth Management's SAP position peaked at $380K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held SAP as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.