RFWA
SAP icon

RPg Family Wealth Advisory’s SAP SAP Stock Holding History

RPg Family Wealth Advisory’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
2025
Q3 		– Sell
-17,184
Closed -$5.23M – 123
2025
Q2 		$5.23M Buy
+17,184
New +$4.92M 1.39% 28
2018
Q4 		– Sell
-245
Closed -$30.1K – 256
2018
Q3 		$30.1K Buy
+245
New +$29.1K 0.02% 143
2017
Q1 		– Sell
-213
Closed -$18.4K – 325
2016
Q4 		$18.4K Buy
213
+22
+12% +$1.89K 0.02% 198
2016
Q3 		$17.5K Buy
191
+4
+2% +$344 0.01% 195
2016
Q2 		$14K Sell
187
-1
-0.5% -$78 0.01% 225
2016
Q1 		$15.1K Sell
188
-168
-47% -$13.1K 0.01% 216
2015
Q4 		$28.2K Buy
+356
New +$27.4K 0.03% 127

Other funds holding SAP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return