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Accurate Wealth Management’s Safety Insurance SAFT Stock Holding History

Accurate 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
2023
Q1 		– Sell
-100
Closed -$8.43K – 1188
2022
Q4 		$8.43K Buy
+100
New +$8.5K ﹤0.01% 906

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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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's SAFT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Safety Insurance (SAFT) in Q1 2023, closing a stake of 100 shares — an estimated $8.43K sold.

Accurate Wealth Management first reported a position in SAFT in Q4 2022 and held it in 1 quarter. The position peaked at $8.43K in Q4 2022. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Safety Insurance position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 Safety Insurance shares in Q1 2023, an estimated $8.43K.
  • Accurate Wealth Management first reported a position in Safety Insurance in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Safety Insurance position peaked at $8.43K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.