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WealthShield Partners’s SAP SAP Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-351
Closed -$49K – 629
2021
Q2 		$49K Buy
351
+84
+31% +$11.7K 0.01% 479
2021
Q1 		$33K Buy
+267
New +$33.8K 0.01% 552

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's SAP Position: Q3 2021 in Review

WealthShield Partners sold out of SAP (SAP) in Q3 2021, closing a stake of 351 shares — an estimated $49K sold.

WealthShield Partners first reported a position in SAP in Q1 2021 and held it in 2 quarters. The position peaked at $49K in Q2 2021. 521 funds tracked by Wall St. Rank hold SAP as of Q3 2021.

  • WealthShield Partners reported no remaining SAP position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 351 SAP shares in Q3 2021, an estimated $49K.
  • WealthShield Partners first reported a position in SAP in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's SAP position peaked at $49K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held SAP as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.