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Optimum Investment Advisors’s SAP SAP Stock Holding History

Optimum Investment 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
2023
Q2 		– Sell
-20
Closed -$2.53K – 752
2023
Q1 		$2.53K Hold
20
– – ﹤0.01% 664
2022
Q4 		$2.06K Hold
20
– – ﹤0.01% 679
2022
Q3 		$2K Buy
+20
New +$1.77K ﹤0.01% 739
2020
Q2 		– Sell
-100
Closed -$11K – 918
2020
Q1 		$11K Hold
100
– – ﹤0.01% 671
2019
Q4 		$13K Hold
100
– – ﹤0.01% 738
2019
Q3 		$12K Buy
+100
New +$12.4K ﹤0.01% 762

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optimum Investment Advisors's SAP Position: Q2 2023 in Review

Optimum Investment Advisors sold out of SAP (SAP) in Q2 2023, closing a stake of 20 shares — an estimated $2.53K sold.

Optimum Investment Advisors first reported a position in SAP in Q3 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 569 funds tracked by Wall St. Rank hold SAP as of Q2 2023.

  • Optimum Investment Advisors reported no remaining SAP position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 20 SAP shares in Q2 2023, an estimated $2.53K.
  • Optimum Investment Advisors first reported a position in SAP in Q3 2019 and held it in 6 quarters.
  • Optimum Investment Advisors's SAP position peaked at $13K in Q4 2019.
  • 569 funds tracked by Wall St. Rank held SAP as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.