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Carroll Financial Associates’s Safety Insurance SAFT Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-21
Closed -$1K – 1886
2021
Q3 		$1K Buy
+21
New +$1.66K ﹤0.01% 1704

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Carroll Financial Associates's SAFT Position: Q4 2021 in Review

Carroll Financial Associates sold out of Safety Insurance (SAFT) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in SAFT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 190 funds tracked by Wall St. Rank hold SAFT as of Q4 2021.

  • Carroll Financial Associates reported no remaining Safety Insurance position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 21 Safety Insurance shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Safety Insurance in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Safety Insurance position peaked at $1K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.