Blue Bell Private Wealth Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SFE Stock Details SFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-517	Closed	-$406	–	758
2023 Q4	$406	Hold	517	–	–	﹤0.01%	707
2023 Q3	$517	Hold	517	–	–	﹤0.01%	660
2023 Q2	$853	Hold	517	–	–	﹤0.01%	646
2023 Q1	$889	Hold	517	–	–	﹤0.01%	622
2022 Q4	$1.6K	Hold	517	–	–	﹤0.01%	588
2022 Q3	$2K	Hold	517	–	–	﹤0.01%	636
2022 Q2	$2K	Sell	517 -41	-7%	-$171	﹤0.01%	672
2022 Q1	$3K	Hold	558	–	–	﹤0.01%	660
2021 Q4	$4K	Buy	+558	New	+$4.36K	﹤0.01%	595

Other funds holding SFE

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FWM

FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Blue Bell Private Wealth Management's SFE Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 517 shares — an estimated $406 sold.

Blue Bell Private Wealth Management first reported a position in SFE in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 517 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $406.
Blue Bell Private Wealth Management first reported a position in Safeguard Scientifics, Inc. in Q4 2021 and held it in 9 quarters.
Blue Bell Private Wealth Management's Safeguard Scientifics, Inc. position peaked at $4K in Q4 2021.
4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.