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Advisornet Financial’s Safety Insurance SAFT Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-1,000
Closed -$75K – 2263
2024
Q2 		$75K Hold
1,000
– – 0.01% 702
2024
Q1 		$82.2K Hold
1,000
– – 0.01% 684
2023
Q4 		$76K Hold
1,000
– – 0.01% 708
2023
Q3 		$68.2K Buy
+1,000
New +$69.6K 0.01% 713

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Dimensional Fund Advisors
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State Street
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TCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's SAFT Position: Q3 2024 in Review

Advisornet Financial sold out of Safety Insurance (SAFT) in Q3 2024, closing a stake of 1,000 shares — an estimated $75K sold.

Advisornet Financial first reported a position in SAFT in Q3 2023 and held it in 4 quarters. The position peaked at $82.2K in Q1 2024. 188 funds tracked by Wall St. Rank hold SAFT as of Q3 2024.

  • Advisornet Financial reported no remaining Safety Insurance position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,000 Safety Insurance shares in Q3 2024, an estimated $75K.
  • Advisornet Financial first reported a position in Safety Insurance in Q3 2023 and held it in 4 quarters.
  • Advisornet Financial's Safety Insurance position peaked at $82.2K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.