AWM
SAFE

Avior Wealth Management’s Safehold SAFE Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-9
Closed -$185 – 3444
2024
Q1 		$185 Buy
+9
New +$187 ﹤0.01% 2909

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's SAFE Position: Q2 2024 in Review

Avior Wealth Management sold out of Safehold (SAFE) in Q2 2024, closing a stake of 9 shares — an estimated $185 sold.

Avior Wealth Management first reported a position in SAFE in Q1 2024 and held it in 1 quarter. The position peaked at $185 in Q1 2024. 184 funds tracked by Wall St. Rank hold SAFE as of Q2 2024.

  • Avior Wealth Management reported no remaining Safehold position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Safehold shares in Q2 2024, an estimated $185.
  • Avior Wealth Management first reported a position in Safehold in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Safehold position peaked at $185 in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q2 2024.

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