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Bell Investment Advisors’s Safety Insurance SAFT Stock Holding History

Bell Investment 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 		– Sell
-14
Closed -$1.04K – 1981
2023
Q1 		$1.04K Buy
14
+8
+133% +$652 ﹤0.01% 1555
2022
Q4 		$506 Hold
6
– – ﹤0.01% 1833
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1923
2022
Q2 		$1K Buy
+6
New +$540 ﹤0.01% 1579

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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bell Investment Advisors's SAFT Position: Q2 2023 in Review

Bell Investment Advisors sold out of Safety Insurance (SAFT) in Q2 2023, closing a stake of 14 shares — an estimated $1.04K sold.

Bell Investment Advisors first reported a position in SAFT in Q2 2022 and held it in 4 quarters. The position peaked at $1.04K in Q1 2023. 172 funds tracked by Wall St. Rank hold SAFT as of Q2 2023.

  • Bell Investment Advisors reported no remaining Safety Insurance position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Safety Insurance shares in Q2 2023, an estimated $1.04K.
  • Bell Investment Advisors first reported a position in Safety Insurance in Q2 2022 and held it in 4 quarters.
  • Bell Investment Advisors's Safety Insurance position peaked at $1.04K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.