AWM
SAFT icon

Abound Wealth Management’s Safety Insurance SAFT Stock Holding History

Abound Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$494 – 1286
2024
Q1 		$494 Hold
6
– – ﹤0.01% 903
2023
Q4 		$456 Hold
6
– – ﹤0.01% 958
2023
Q3 		$410 Hold
6
– – ﹤0.01% 873
2023
Q2 		$431 Buy
+6
New +$439 ﹤0.01% 897

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abound Wealth Management's SAFT Position: Q2 2024 in Review

Abound Wealth Management sold out of Safety Insurance (SAFT) in Q2 2024, closing a stake of 6 shares — an estimated $494 sold.

Abound Wealth Management first reported a position in SAFT in Q2 2023 and held it in 4 quarters. The position peaked at $494 in Q1 2024. 173 funds tracked by Wall St. Rank hold SAFT as of Q2 2024.

  • Abound Wealth Management reported no remaining Safety Insurance position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 6 Safety Insurance shares in Q2 2024, an estimated $494.
  • Abound Wealth Management first reported a position in Safety Insurance in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Safety Insurance position peaked at $494 in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.