Regent Peak Wealth Advisors’s SAP SAP Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-21	Closed	-$3K	–	824
2020 Q4	$3K	Buy	+21	New	+$2.71K	﹤0.01%	771

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regent Peak Wealth Advisors's SAP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of SAP (SAP) in Q1 2021, closing a stake of 21 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in SAP in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 503 funds tracked by Wall St. Rank hold SAP as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining SAP position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 21 SAP shares in Q1 2021, an estimated $3K.
Regent Peak Wealth Advisors first reported a position in SAP in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's SAP position peaked at $3K in Q4 2020.
503 funds tracked by Wall St. Rank held SAP as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.