CFRPA
SFE

Castle Financial & Retirement Planning Associates’s Safeguard Scientifics, Inc. SFE Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$0 Buy
+1
New +$8 ﹤0.01% 232

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SFE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Safeguard Scientifics, Inc. (SFE) in Q4 2021: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings.

63 funds tracked by Wall St. Rank hold SFE as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 1 share of Safeguard Scientifics, Inc. worth $0 as of Q4 2021.
  • Safeguard Scientifics, Inc. was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Safeguard Scientifics, Inc. made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #232 holding.
  • 63 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.