Advisornet Financial’s Safehold SAFE Stock Holding History

Advisornet Financial’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50	Closed	-$1.31K	–	2222
2024 Q3	$1.31K	Hold	50	–	–	﹤0.01%	1867
2024 Q2	$965	Buy	+50	New	+$961	﹤0.01%	1823

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's SAFE Position: Q4 2024 in Review

Advisornet Financial sold out of Safehold (SAFE) in Q4 2024, closing a stake of 50 shares — an estimated $1.31K sold.

Advisornet Financial first reported a position in SAFE in Q2 2024 and held it in 2 quarters. The position peaked at $1.31K in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

Advisornet Financial reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 50 Safehold shares in Q4 2024, an estimated $1.31K.
Advisornet Financial first reported a position in Safehold in Q2 2024 and held it in 2 quarters.
Advisornet Financial's Safehold position peaked at $1.31K in Q3 2024.
197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.