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Intercontinental Wealth Advisors’s SAP SAP Stock Holding History

Intercontinental 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
2022
Q1 		– Sell
-4,694
Closed -$658K – 294
2021
Q4 		$658K Buy
4,694
+513
+12% +$71.6K 0.14% 150
2021
Q3 		$565K Buy
4,181
+84
+2% +$12.2K 0.13% 151
2021
Q2 		$575K Buy
4,097
+150
+4% +$20.9K 0.11% 162
2021
Q1 		$485K Buy
3,947
+409
+12% +$51.8K 0.11% 161
2020
Q4 		$461K Buy
3,538
+758
+27% +$97.8K 0.11% 151
2020
Q3 		$433K Sell
2,780
-300
-10% -$47.6K 0.13% 124
2020
Q2 		$431K Sell
3,080
-5
-0.2% -$616 0.14% 113
2020
Q1 		$341K Buy
3,085
+1,322
+75% +$167K 0.18% 108
2019
Q4 		$242K Sell
1,763
-1,427
-45% -$188K 0.2% 88
2019
Q3 		$376K Buy
3,190
+180
+6% +$22.3K 0.23% 77
2019
Q2 		$412K Sell
3,010
-107
-3% -$13.3K 0.21% 69
2019
Q1 		$360K Buy
3,117
+213
+7% +$22.7K 0.18% 81
2018
Q4 		$289K Sell
2,904
-213
-7% -$22.7K 0.16% 90
2018
Q3 		$383K Buy
3,117
+169
+6% +$20K 0.19% 78
2018
Q2 		$341K Hold
2,948
– – 0.19% 77
2018
Q1 		$310K Buy
2,948
+111
+4% +$12K 0.18% 89
2017
Q4 		$319K Buy
2,837
+285
+11% +$32.2K 0.18% 87
2017
Q3 		$280K Buy
2,552
+452
+22% +$48K 0.17% 95
2017
Q2 		$220K Buy
+2,100
New +$217K 0.14% 105

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intercontinental Wealth Advisors's SAP Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of SAP (SAP) in Q1 2022, closing a stake of 4,694 shares — an estimated $658K sold.

Intercontinental Wealth Advisors first reported a position in SAP in Q2 2017 and held it in 19 quarters. The position peaked at $658K in Q4 2021. 507 funds tracked by Wall St. Rank hold SAP as of Q1 2022.

  • Intercontinental Wealth Advisors reported no remaining SAP position as of Q1 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4,694 SAP shares in Q1 2022, an estimated $658K.
  • Intercontinental Wealth Advisors first reported a position in SAP in Q2 2017 and held it in 19 quarters.
  • Intercontinental Wealth Advisors's SAP position peaked at $658K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held SAP as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.