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WR Wealth Planners’s SAP SAP Stock Holding History

WR Wealth Planners’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
Q4 		$2.71K Sell
11
-79
-88% -$18.8K ﹤0.01% 802
2024
Q3 		$20.6K Sell
90
-14
-13% -$2.98K 0.01% 476
2024
Q2 		$21K Sell
104
-5
-5% -$944 0.01% 440
2024
Q1 		$21.3K Buy
+109
New +$19.4K 0.01% 439
2023
Q4 		– Sell
-73
Closed -$9.44K – 721
2023
Q3 		$9.44K Hold
73
– – ﹤0.01% 581
2023
Q2 		$9.99K Sell
73
-10
-12% -$1.32K ﹤0.01% 579
2023
Q1 		$10.5K Buy
+83
New +$9.74K ﹤0.01% 541

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's SAP Position: Q4 2024 in Review

WR Wealth Planners reduced its SAP (SAP) stake by 88% in Q4 2024, selling an estimated $18.8K and leaving 11 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

WR Wealth Planners first reported a position in SAP in Q1 2023 and has held it in 7 quarters since. The position peaked at $21.3K in Q1 2024. 857 funds tracked by Wall St. Rank hold SAP as of Q4 2024.

  • WR Wealth Planners held 11 shares of SAP worth $2.71K as of Q4 2024.
  • WR Wealth Planners sold 79 SAP shares in Q4 2024, an estimated $18.8K.
  • SAP made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #802 holding.
  • WR Wealth Planners first reported a position in SAP in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's SAP position peaked at $21.3K in Q1 2024.
  • 857 funds tracked by Wall St. Rank held SAP as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.