WealthStone’s SAP SAP Stock Holding History

WealthStone’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 Q4	–	Sell	-1,500	Closed	-$234K	–	260
2020 Q3	$234K	Buy	+1,500	New	+$238K	0.11%	136
2019 Q3	–	Sell	-46	Closed	-$6.29K	–	500
2019 Q2	$6.29K	Buy	+46	New	+$5.72K	﹤0.01%	315

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthStone's SAP Position: Q4 2020 in Review

WealthStone sold out of SAP (SAP) in Q4 2020, closing a stake of 1,500 shares — an estimated $234K sold.

WealthStone first reported a position in SAP in Q2 2019 and held it in 2 quarters. The position peaked at $234K in Q3 2020. 500 funds tracked by Wall St. Rank hold SAP as of Q4 2020.

WealthStone reported no remaining SAP position as of Q4 2020 after selling out during the quarter.
WealthStone sold 1,500 SAP shares in Q4 2020, an estimated $234K.
WealthStone first reported a position in SAP in Q2 2019 and held it in 2 quarters.
WealthStone's SAP position peaked at $234K in Q3 2020.
500 funds tracked by Wall St. Rank held SAP as of Q4 2020.

Based on WealthStone's 13F filing for Q4 2020, filed 4 Feb 2021.