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Capital Performance Advisors’s Safety Insurance SAFT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-23
Closed -$1.88K – 2186
2024
Q3 		$1.88K Buy
+23
New +$1.89K ﹤0.01% 1597

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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Performance Advisors's SAFT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Safety Insurance (SAFT) in Q4 2024, closing a stake of 23 shares — an estimated $1.88K sold.

Capital Performance Advisors first reported a position in SAFT in Q3 2024 and held it in 1 quarter. The position peaked at $1.88K in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Safety Insurance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 Safety Insurance shares in Q4 2024, an estimated $1.88K.
  • Capital Performance Advisors first reported a position in Safety Insurance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Safety Insurance position peaked at $1.88K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.