CWM
SAFE

Castle Wealth Management’s Safehold Inc. SAFE Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-25
Closed -$1K – 729
2022
Q3 		$1K Hold
25
– – ﹤0.01% 667
2022
Q2 		$1K Buy
+25
New +$1.09K ﹤0.01% 667

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIC
B&I Capital Zurich, Switzerland $294M AUM 3.09% 1-Year Est. Return

Castle Wealth Management's SAFE Position: Q4 2022 in Review

Castle Wealth Management sold out of Safehold Inc. (SAFE) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in SAFE in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 175 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

  • Castle Wealth Management reported no remaining Safehold Inc. position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 25 Safehold Inc. shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Safehold Inc. in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Safehold Inc. position peaked at $1K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.