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Tradition Wealth Management’s SAP SAP Stock Holding History

Tradition Wealth Management’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
-332
Closed -$51K – 1025
2023
Q4 		$51K Sell
332
-29
-8% -$4.19K 0.01% 622
2023
Q3 		$47K Hold
361
– – 0.01% 618
2023
Q2 		$49K Buy
361
+61
+20% +$8.07K 0.01% 627
2023
Q1 		$38K Buy
+300
New +$35.2K ﹤0.01% 691

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

Tradition Wealth Management's SAP Position: Q1 2024 in Review

Tradition Wealth Management sold out of SAP (SAP) in Q1 2024, closing a stake of 332 shares — an estimated $51K sold.

Tradition Wealth Management first reported a position in SAP in Q1 2023 and held it in 4 quarters. The position peaked at $51K in Q4 2023. 706 funds tracked by Wall St. Rank hold SAP as of Q1 2024.

  • Tradition Wealth Management reported no remaining SAP position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 332 SAP shares in Q1 2024, an estimated $51K.
  • Tradition Wealth Management first reported a position in SAP in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's SAP position peaked at $51K in Q4 2023.
  • 706 funds tracked by Wall St. Rank held SAP as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.