TFO Wealth Partners’s SAP SAP Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-100	Closed	-$14K	–	188
2021 Q3	$14K	Buy	+100	New	+$14.5K	﹤0.01%	84
2021 Q2	–	Sell	-100	Closed	-$12K	–	169
2021 Q1	$12K	Buy	+100	New	+$12.7K	﹤0.01%	125

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

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

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

PPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

TFO Wealth Partners's SAP Position: Q4 2021 in Review

TFO Wealth Partners sold out of SAP (SAP) in Q4 2021, closing a stake of 100 shares — an estimated $14K sold.

TFO Wealth Partners first reported a position in SAP in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 534 funds tracked by Wall St. Rank hold SAP as of Q4 2021.

TFO Wealth Partners reported no remaining SAP position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 100 SAP shares in Q4 2021, an estimated $14K.
TFO Wealth Partners first reported a position in SAP in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's SAP position peaked at $14K in Q3 2021.
534 funds tracked by Wall St. Rank held SAP as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.