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SYSTM Wealth Solutions’s SAP SAP Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-3,489
Closed -$704K – 522
2024
Q2 		$704K Sell
3,489
-3,191
-48% -$603K 0.16% 130
2024
Q1 		$1.3M Sell
6,680
-110
-2% -$19.5K 0.16% 166
2023
Q4 		$1.05M Sell
6,790
-80
-1% -$11.6K 0.15% 187
2023
Q3 		$888K Buy
6,870
+684
+11% +$93.1K 0.14% 196
2023
Q2 		$846K Buy
6,186
+428
+7% +$56.6K 0.11% 233
2023
Q1 		$729K Sell
5,758
-273
-5% -$32K 0.11% 222
2022
Q4 		$622K Buy
+6,031
New +$604K 0.08% 303

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's SAP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of SAP (SAP) in Q3 2024, closing a stake of 3,489 shares — an estimated $704K sold.

SYSTM Wealth Solutions first reported a position in SAP in Q4 2022 and held it in 7 quarters. The position peaked at $1.3M in Q1 2024. 789 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining SAP position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,489 SAP shares in Q3 2024, an estimated $704K.
  • SYSTM Wealth Solutions first reported a position in SAP in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's SAP position peaked at $1.3M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.