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Realta Investment Advisors’s SAP SAP Stock Holding History

Realta 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
2020
Q1 		– Sell
-271
Closed -$38K – 1177
2019
Q4 		$38K Sell
271
-29
-10% -$3.81K 0.01% 739
2019
Q3 		$34K Hold
300
– – 0.01% 772
2019
Q2 		$42K Buy
300
+92
+44% +$11.4K 0.01% 721
2019
Q1 		$24K Buy
+208
New +$22.1K 0.01% 713

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's SAP Position: Q1 2020 in Review

Realta Investment Advisors sold out of SAP (SAP) in Q1 2020, closing a stake of 271 shares — an estimated $38K sold.

Realta Investment Advisors first reported a position in SAP in Q1 2019 and held it in 4 quarters. The position peaked at $42K in Q2 2019. 493 funds tracked by Wall St. Rank hold SAP as of Q1 2020.

  • Realta Investment Advisors reported no remaining SAP position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 271 SAP shares in Q1 2020, an estimated $38K.
  • Realta Investment Advisors first reported a position in SAP in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's SAP position peaked at $42K in Q2 2019.
  • 493 funds tracked by Wall St. Rank held SAP as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.