Vontobel Swiss Wealth Advisors’s SAP SAP Stock Holding History

Vontobel Swiss 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
2021 Q2	$786K	Buy	5,600 +1,700	+44%	+$237K	0.4%	34
2021 Q1	$479K	Hold	3,900	–	–	0.27%	45
2020 Q4	$509K	Buy	3,900 +2,200	+129%	+$284K	0.29%	41
2020 Q3	$265K	Sell	1,700 -2,200	-56%	-$349K	0.19%	56
2020 Q2	$546K	Hold	3,900	–	–	0.36%	49
2020 Q1	$431K	Hold	3,900	–	–	0.33%	54
2019 Q4	$523K	Sell	3,900 -300	-7%	-$39.4K	0.34%	63
2019 Q3	$495K	Hold	4,200	–	–	0.32%	67
2019 Q2	$575K	Buy	+4,200	New	+$523K	0.31%	69

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SAP Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its SAP (SAP) stake by 44% in Q2 2021, buying an estimated $237K and bringing the position to 5,600 shares worth $786K. The position accounts for 0.4% of the portfolio, ranked #34.

Vontobel Swiss Wealth Advisors first reported a position in SAP in Q2 2019 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold SAP as of Q2 2021.

Vontobel Swiss Wealth Advisors held 5,600 shares of SAP worth $786K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 1,700 SAP shares in Q2 2021, an estimated $237K.
SAP made up 0.4% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #34 holding.
Vontobel Swiss Wealth Advisors first reported a position in SAP in Q2 2019 and has held it in 9 quarters since.
511 funds tracked by Wall St. Rank held SAP as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.