Blue Trust Inc’s Safehold Inc. SAFE Stock Holding History

Blue Trust Inc’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25	Closed	-$1K	–	2684
2023 Q1	$1K	Buy	25 +17	+213%	+$531	﹤0.01%	2265
2022 Q4	$0	Buy	+8	New	+$228	﹤0.01%	2584
2022 Q3	–	Sell	-120	Closed	-$7K	–	2437
2022 Q2	$7K	Buy	+120	New	+$5.22K	﹤0.01%	1362

Other funds holding SAFE

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Blue Trust Inc's SAFE Position: Q2 2023 in Review

Blue Trust Inc sold out of Safehold Inc. (SAFE) in Q2 2023, closing a stake of 25 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in SAFE in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 1 fund tracked by Wall St. Rank holds SAFE as of Q2 2023.

Blue Trust Inc reported no remaining Safehold Inc. position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 25 Safehold Inc. shares in Q2 2023, an estimated $1K.
Blue Trust Inc first reported a position in Safehold Inc. in Q2 2022 and held it in 3 quarters.
Blue Trust Inc's Safehold Inc. position peaked at $7K in Q2 2022.
1 fund tracked by Wall St. Rank held Safehold Inc. as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.