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Resurgent Financial Advisors’s SAP SAP Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-439
Closed -$67.9K – 420
2023
Q4 		$67.9K Sell
439
-48
-10% -$6.94K 0.04% 288
2023
Q3 		$63K Sell
487
-49
-9% -$6.67K 0.04% 289
2023
Q2 		$73.3K Sell
536
-67
-11% -$8.86K 0.05% 277
2023
Q1 		$76.3K Sell
603
-112
-16% -$13.1K 0.05% 264
2022
Q4 		$73.8K Buy
+715
New +$71.6K 0.04% 357

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Resurgent Financial Advisors's SAP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of SAP (SAP) in Q1 2024, closing a stake of 439 shares — an estimated $67.9K sold.

Resurgent Financial Advisors first reported a position in SAP in Q4 2022 and held it in 5 quarters. The position peaked at $76.3K in Q1 2023. 707 funds tracked by Wall St. Rank hold SAP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining SAP position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 439 SAP shares in Q1 2024, an estimated $67.9K.
  • Resurgent Financial Advisors first reported a position in SAP in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's SAP position peaked at $76.3K in Q1 2023.
  • 707 funds tracked by Wall St. Rank held SAP as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.