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TRUE Private Wealth Advisors’s SAP SAP Stock Holding History

TRUE Private 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
2020
Q1 		– Sell
-380
Closed -$50K – 811
2019
Q4 		$50K Buy
+380
New +$49.9K 0.01% 373
2019
Q3 		– Sell
-67
Closed -$9K – 618
2019
Q2 		$9K Buy
+67
New +$8.34K ﹤0.01% 567
2018
Q4 		– Sell
-92
Closed -$11.3K – 779
2018
Q3 		$11.3K Buy
+92
New +$10.9K ﹤0.01% 727

Other funds holding SAP

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's SAP Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of SAP (SAP) in Q1 2020, closing a stake of 380 shares — an estimated $50K sold.

TRUE Private Wealth Advisors first reported a position in SAP in Q3 2018 and held it in 3 quarters. The position peaked at $50K in Q4 2019. 493 funds tracked by Wall St. Rank hold SAP as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining SAP position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 380 SAP shares in Q1 2020, an estimated $50K.
  • TRUE Private Wealth Advisors first reported a position in SAP in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's SAP position peaked at $50K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held SAP as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.