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Sap shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Sap (SAP) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Sap

Tip: Access up to 7 years of quarterly data

All positions including Sap held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sap by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $263k 1.1k 246.21
2024-09-30 $246k 1.1k 229.10
2024-06-30 $215k 1.1k 201.71
2024-03-31 $197k 1.0k 195.03
2023-12-31 $154k 996 154.59
2020-09-30 $155k 996 155.62

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Sap

Capital Research and Management Company - Division 3
FMR
Fisher Investments
Eagle Capital Management
Morgan Stanley
Harding Loevner
TD Asset Management
Northern Trust
ClearBridge Advisors
Jpmorgan Chase & Co
Bank of America Corporation
Macquarie Group
Goldman Sachs Group
Windacre Partnership
Ameriprise Financial

View all funds holding Sap