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TCI Wealth Advisors’s SAP SAP Stock Holding History

TCI 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
2022
Q3 		– Sell
-28
Closed -$3K – 2540
2022
Q2 		$3K Buy
+28
New +$2.8K ﹤0.01% 1884
2020
Q4 		– Sell
-77
Closed -$12K – 1650
2020
Q3 		$12K Sell
77
-64
-45% -$10.2K ﹤0.01% 547
2020
Q2 		$20K Sell
141
-69
-33% -$8.5K 0.01% 449
2020
Q1 		$23K Sell
210
-249
-54% -$31.4K 0.01% 433
2019
Q4 		$62K Buy
459
+249
+119% +$32.7K 0.02% 337
2019
Q3 		$25K Hold
210
– – 0.01% 449
2019
Q2 		$29K Hold
210
– – 0.01% 407
2019
Q1 		$24K Hold
210
– – 0.01% 464
2018
Q4 		$21K Hold
210
– – 0.01% 465
2018
Q3 		$26K Hold
210
– – 0.01% 448
2018
Q2 		$24K Hold
210
– – 0.01% 452
2018
Q1 		$22K Hold
210
– – 0.01% 467
2017
Q4 		$24K Hold
210
– – 0.01% 463
2017
Q3 		$23K Hold
210
– – 0.01% 443
2017
Q2 		$22K Hold
210
– – 0.01% 454
2017
Q1 		$21K Buy
210
+74
+54% +$6.88K 0.01% 440
2016
Q4 		$12K Buy
136
+16
+13% +$1.37K 0.01% 590
2016
Q3 		$11K Buy
+120
New +$10.3K 0.01% 559
2016
Q1 		– Sell
-113
Closed -$9K – 1397
2015
Q4 		$9K Buy
+113
New +$8.69K 0.01% 613
2014
Q4 		– Sell
-163
Closed -$12K – 921
2014
Q3 		$12K Hold
163
– – 0.01% 418
2014
Q2 		$13K Hold
163
– – 0.01% 424
2014
Q1 		$13K Sell
163
-709
-81% -$56.2K 0.01% 388
2013
Q4 		$76K Buy
872
+625
+253% +$49.7K 0.05% 193
2013
Q3 		$0 Buy
+247
New +$18.3K ﹤0.01% 830

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

TCI Wealth Advisors's SAP Position: Q3 2022 in Review

TCI Wealth Advisors sold out of SAP (SAP) in Q3 2022, closing a stake of 28 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SAP in Q3 2013 and held it in 24 quarters. The position peaked at $76K in Q4 2013. 450 funds tracked by Wall St. Rank hold SAP as of Q3 2022.

  • TCI Wealth Advisors reported no remaining SAP position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 28 SAP shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in SAP in Q3 2013 and held it in 24 quarters.
  • TCI Wealth Advisors's SAP position peaked at $76K in Q4 2013.
  • 450 funds tracked by Wall St. Rank held SAP as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.