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Wealthspire Advisors (Maryland)’s SAP SAP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$681K Sell
4,370
-1,377
-24% -$219K 0.02% 225
2020
Q2 		$805K Buy
5,747
+198
+4% +$24.4K 0.06% 187
2020
Q1 		$613K Sell
5,549
-810
-13% -$102K 0.05% 209
2019
Q4 		$852K Buy
+6,359
New +$836K 0.06% 190
2019
Q2 		– Sell
-547
Closed -$63K – 1707
2019
Q1 		$63K Sell
547
-86
-14% -$9.15K ﹤0.01% 812
2018
Q4 		$63K Sell
633
-36
-5% -$3.83K 0.01% 761
2018
Q3 		$82K Sell
669
-277
-29% -$32.9K 0.01% 772
2018
Q2 		$109K Buy
946
+342
+57% +$38.6K 0.01% 673
2018
Q1 		$64K Buy
604
+7
+1% +$756 0.01% 890
2017
Q4 		$67K Sell
597
-42
-7% -$4.75K 0.01% 884
2017
Q3 		$70K Buy
639
+45
+8% +$4.78K 0.01% 847
2017
Q2 		$62K Buy
594
+111
+23% +$11.4K 0.01% 868
2017
Q1 		$47K Buy
483
+250
+107% +$23.2K 0.01% 818
2016
Q4 		$20K Sell
233
-166
-42% -$14.3K ﹤0.01% 1021
2016
Q3 		$36K Buy
399
+35
+10% +$3.01K 0.01% 876
2016
Q2 		$27K Hold
364
– – ﹤0.01% 899
2016
Q1 		$29K Buy
364
+63
+21% +$4.9K 0.01% 851
2015
Q4 		$24K Buy
+301
New +$23.1K ﹤0.01% 915

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its SAP (SAP) stake by 24% in Q3 2020, selling an estimated $219K and leaving 4,370 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #225.

Wealthspire Advisors (Maryland) first reported a position in SAP in Q4 2015 and has held it in 18 quarters since. The position peaked at $852K in Q4 2019. 540 funds tracked by Wall St. Rank hold SAP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,370 shares of SAP worth $681K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,377 SAP shares in Q3 2020, an estimated $219K.
  • SAP made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #225 holding.
  • Wealthspire Advisors (Maryland) first reported a position in SAP in Q4 2015 and has held it in 18 quarters since.
  • Wealthspire Advisors (Maryland)'s SAP position peaked at $852K in Q4 2019.
  • 540 funds tracked by Wall St. Rank held SAP as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.