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Wetzel Investment Advisors’s SAP SAP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-201
Closed -$39.2K – 746
2024
Q2 		$39.2K Hold
201
– – 0.02% 268
2024
Q1 		$35.9K Hold
201
– – 0.02% 291
2023
Q4 		$31K Buy
+201
New +$29.1K 0.02% 313

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's SAP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of SAP (SAP) in Q3 2024, closing a stake of 201 shares — an estimated $39.2K sold.

Wetzel Investment Advisors first reported a position in SAP in Q4 2023 and held it in 3 quarters. The position peaked at $39.2K in Q2 2024. 789 funds tracked by Wall St. Rank hold SAP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SAP position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 201 SAP shares in Q3 2024, an estimated $39.2K.
  • Wetzel Investment Advisors first reported a position in SAP in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SAP position peaked at $39.2K in Q2 2024.
  • 789 funds tracked by Wall St. Rank held SAP as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.