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Partnership Wealth Management’s SAP SAP Stock Holding History

Partnership 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
2024
Q4 		– Sell
-70
Closed -$16K – 158
2024
Q3 		$16K Hold
70
– – 0.01% 154
2024
Q2 		$14.1K Sell
70
-130
-65% -$24.5K 0.01% 182
2024
Q1 		$39K Sell
200
-60
-23% -$10.7K 0.03% 157
2023
Q4 		$45K Buy
+260
New +$37.6K 0.03% 148

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnership Wealth Management's SAP Position: Q4 2024 in Review

Partnership Wealth Management sold out of SAP (SAP) in Q4 2024, closing a stake of 70 shares — an estimated $16K sold.

Partnership Wealth Management first reported a position in SAP in Q4 2023 and held it in 4 quarters. The position peaked at $45K in Q4 2023. 856 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • Partnership Wealth Management reported no remaining SAP position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 70 SAP shares in Q4 2024, an estimated $16K.
  • Partnership Wealth Management first reported a position in SAP in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's SAP position peaked at $45K in Q4 2023.
  • 856 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.