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WealthPLAN Partners’s SAP SAP Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-100
Closed -$13.7K – 991
2023
Q2 		$13.7K Hold
100
– – ﹤0.01% 742
2023
Q1 		$12.7K Buy
+100
New +$11.7K ﹤0.01% 809
2016
Q3 		$4.53K Hold
50
– – ﹤0.01% 732
2016
Q2 		$3.75K Buy
+50
New +$3.92K ﹤0.01% 2083
2015
Q4 		$3.96K Buy
+50
New +$3.84K ﹤0.01% 1382

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's SAP Position: Q3 2023 in Review

WealthPLAN Partners sold out of SAP (SAP) in Q3 2023, closing a stake of 100 shares — an estimated $13.7K sold.

WealthPLAN Partners first reported a position in SAP in Q4 2015 and held it in 5 quarters. The position peaked at $13.7K in Q2 2023. 583 funds tracked by Wall St. Rank hold SAP as of Q3 2023.

  • WealthPLAN Partners reported no remaining SAP position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 SAP shares in Q3 2023, an estimated $13.7K.
  • WealthPLAN Partners first reported a position in SAP in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's SAP position peaked at $13.7K in Q2 2023.
  • 583 funds tracked by Wall St. Rank held SAP as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.