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VisionPoint Advisory Group’s SAP SAP Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-27
Closed -$5.27K – 871
2024
Q1 		$5.27K Hold
27
– – ﹤0.01% 529
2023
Q4 		$4.17K Buy
+27
New +$3.9K ﹤0.01% 513
2020
Q4 		– Sell
-1,934
Closed -$301K – 157
2020
Q3 		$301K Buy
+1,934
New +$307K 0.13% 86

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VisionPoint Advisory Group's SAP Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of SAP (SAP) in Q2 2024, closing a stake of 27 shares — an estimated $5.27K sold.

VisionPoint Advisory Group first reported a position in SAP in Q3 2020 and held it in 3 quarters. The position peaked at $301K in Q3 2020. 740 funds tracked by Wall St. Rank hold SAP as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining SAP position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 SAP shares in Q2 2024, an estimated $5.27K.
  • VisionPoint Advisory Group first reported a position in SAP in Q3 2020 and held it in 3 quarters.
  • VisionPoint Advisory Group's SAP position peaked at $301K in Q3 2020.
  • 740 funds tracked by Wall St. Rank held SAP as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.