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Avior Wealth Management’s Safety Insurance SAFT Stock Holding History

Avior 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
2025
Q1 		– Sell
-7
Closed -$576 – 2018
2024
Q4 		$576 Hold
7
– – ﹤0.01% 2272
2024
Q3 		$572 Hold
7
– – ﹤0.01% 2155
2024
Q2 		$525 Sell
7
-2
-22% -$157 ﹤0.01% 2111
2024
Q1 		$739 Buy
+9
New +$730 ﹤0.01% 2465

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Avior Wealth Management's SAFT Position: Q1 2025 in Review

Avior Wealth Management sold out of Safety Insurance (SAFT) in Q1 2025, closing a stake of 7 shares — an estimated $576 sold.

Avior Wealth Management first reported a position in SAFT in Q1 2024 and held it in 4 quarters. The position peaked at $739 in Q1 2024. 199 funds tracked by Wall St. Rank hold SAFT as of Q1 2025.

  • Avior Wealth Management reported no remaining Safety Insurance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7 Safety Insurance shares in Q1 2025, an estimated $576.
  • Avior Wealth Management first reported a position in Safety Insurance in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Safety Insurance position peaked at $739 in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.