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Baldwin Wealth Partners’s Safety Insurance SAFT Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-169
Closed -$13.8K – 851
2024
Q3 		$13.8K Buy
+169
New +$13.9K ﹤0.01% 749

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Baldwin Wealth Partners's SAFT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Safety Insurance (SAFT) in Q4 2024, closing a stake of 169 shares — an estimated $13.8K sold.

Baldwin Wealth Partners first reported a position in SAFT in Q3 2024 and held it in 1 quarter. The position peaked at $13.8K in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Safety Insurance position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 169 Safety Insurance shares in Q4 2024, an estimated $13.8K.
  • Baldwin Wealth Partners first reported a position in Safety Insurance in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Safety Insurance position peaked at $13.8K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.