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Patriot Financial Group Insurance Agency’s SAP SAP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-305
Closed -$28K – 1653
2022
Q2 		$28K Sell
305
-38
-11% -$3.8K 0.01% 917
2022
Q1 		$38K Sell
343
-31
-8% -$3.77K 0.01% 872
2021
Q4 		$52K Sell
374
-11
-3% -$1.54K 0.01% 846
2021
Q3 		$52K Buy
385
+50
+15% +$7.26K 0.01% 857
2021
Q2 		$47K Hold
335
– – 0.01% 854
2021
Q1 		$41K Buy
335
+39
+13% +$4.94K 0.01% 833
2020
Q4 		$39K Sell
296
-6
-2% -$774 0.01% 769
2020
Q3 		$46K Sell
302
-6
-2% -$953 0.02% 557
2020
Q2 		$43K Sell
308
-87
-22% -$10.7K 0.02% 554
2020
Q1 		$44K Buy
395
+349
+759% +$44K 0.02% 488
2019
Q4 		$6K Hold
46
– – ﹤0.01% 950
2019
Q3 		$5K Buy
46
+4
+10% +$495 ﹤0.01% 952
2019
Q2 		$6K Sell
42
-5
-11% -$622 ﹤0.01% 909
2019
Q1 		$5K Buy
+47
New +$5K ﹤0.01% 862
2018
Q1 		– Sell
-16
Closed -$2K – 985
2017
Q4 		$2K Hold
16
– – ﹤0.01% 873
2017
Q3 		$2K Hold
16
– – ﹤0.01% 846
2017
Q2 		$2K Buy
+16
New +$1.65K ﹤0.01% 845

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SAP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of SAP (SAP) in Q3 2022, closing a stake of 305 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in SAP in Q2 2017 and held it in 17 quarters. The position peaked at $52K in Q4 2021. 452 funds tracked by Wall St. Rank hold SAP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining SAP position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 305 SAP shares in Q3 2022, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in SAP in Q2 2017 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's SAP position peaked at $52K in Q4 2021.
  • 452 funds tracked by Wall St. Rank held SAP as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.