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Concord Wealth Partners’s Safety Insurance SAFT Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-10
Closed -$843 – 1181
2022
Q4 		$843 Buy
+10
New +$850 ﹤0.01% 1100
2022
Q3 		– Sell
-51
Closed -$5K – 940
2022
Q2 		$5K Hold
51
– – ﹤0.01% 835
2022
Q1 		$5K Hold
51
– – ﹤0.01% 921
2021
Q4 		$4K Buy
+51
New +$4.09K ﹤0.01% 1011
2021
Q3 		– Sell
-49
Closed -$4K – 1010
2021
Q2 		$4K Buy
+49
New +$4.09K ﹤0.01% 781

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Robeco Institutional Asset Management
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Charles Schwab
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Concord Wealth Partners's SAFT Position: Q1 2023 in Review

Concord Wealth Partners sold out of Safety Insurance (SAFT) in Q1 2023, closing a stake of 10 shares — an estimated $843 sold.

Concord Wealth Partners first reported a position in SAFT in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • Concord Wealth Partners reported no remaining Safety Insurance position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Safety Insurance shares in Q1 2023, an estimated $843.
  • Concord Wealth Partners first reported a position in Safety Insurance in Q2 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Safety Insurance position peaked at $5K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.