BDO Wealth Advisors’s Safety Insurance SAFT Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$8.18K	Hold	114	–	–	﹤0.01%	722
2023 Q1	$8.5K	Hold	114	–	–	﹤0.01%	734
2022 Q4	$9.61K	Hold	114	–	–	﹤0.01%	690
2022 Q3	$9K	Hold	114	–	–	﹤0.01%	735
2022 Q2	$11K	Hold	114	–	–	﹤0.01%	670
2022 Q1	$10K	Hold	114	–	–	﹤0.01%	737
2021 Q4	$10K	Hold	114	–	–	﹤0.01%	729
2021 Q3	$9K	Hold	114	–	–	﹤0.01%	749
2021 Q2	$9K	Hold	114	–	–	﹤0.01%	775
2021 Q1	$10K	Hold	114	–	–	﹤0.01%	736
2020 Q4	$9K	Hold	114	–	–	﹤0.01%	562
2020 Q3	$8K	Hold	114	–	–	﹤0.01%	511
2020 Q2	$9K	Hold	114	–	–	﹤0.01%	516
2020 Q1	$10K	Hold	114	–	–	﹤0.01%	544
2019 Q4	$11K	Hold	114	–	–	﹤0.01%	429
2019 Q3	$12K	Hold	114	–	–	﹤0.01%	445
2019 Q2	$11K	Hold	114	–	–	﹤0.01%	440
2019 Q1	$10K	Hold	114	–	–	﹤0.01%	429
2018 Q4	$9K	Hold	114	–	–	﹤0.01%	423
2018 Q3	$10K	Hold	114	–	–	﹤0.01%	460
2018 Q2	$10K	Buy	+114	New	+$9.46K	﹤0.01%	459

Other funds holding SAFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's SAFT Position: Q2 2023 in Review

BDO Wealth Advisors held its Safety Insurance (SAFT) position steady in Q2 2023 at 114 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

BDO Wealth Advisors first reported a position in SAFT in Q2 2018 and has held it in 21 quarters since. The position peaked at $12K in Q3 2019. 172 funds tracked by Wall St. Rank hold SAFT as of Q2 2023.

BDO Wealth Advisors held 114 shares of Safety Insurance worth $8.18K as of Q2 2023.
BDO Wealth Advisors left its Safety Insurance share count unchanged in Q2 2023.
Safety Insurance made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #722 holding.
BDO Wealth Advisors first reported a position in Safety Insurance in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Safety Insurance position peaked at $12K in Q3 2019.
172 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.