AWS
SAFE

Atria Wealth Solutions’s Safehold SAFE Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-18,791
Closed -$847K – 1870
2022
Q3 		$847K Buy
18,791
+5,462
+41% +$379K 0.01% 777
2022
Q2 		$890K Sell
13,329
-531
-4% -$44.7K 0.02% 745
2022
Q1 		$1.58M Buy
+13,860
New +$1.62M 0.03% 555

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Atria Wealth Solutions's SAFE Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Safehold (SAFE) in Q4 2022, closing a stake of 18,791 shares — an estimated $847K sold.

Atria Wealth Solutions first reported a position in SAFE in Q1 2022 and held it in 3 quarters. The position peaked at $1.58M in Q1 2022. 203 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Safehold position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,791 Safehold shares in Q4 2022, an estimated $847K.
  • Atria Wealth Solutions first reported a position in Safehold in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Safehold position peaked at $1.58M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Safehold as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.