CAS
SFE

Coppell Advisory Solutions’s Safeguard Scientifics, Inc. SFE Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$13 Buy
+16
New +$16 ﹤0.01% 1706
2023
Q3 		– Sell
-16
Closed -$26 – 1602
2023
Q2 		$26 Buy
+16
New +$28 ﹤0.01% 1415

Other funds holding SFE

CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's SFE Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Safeguard Scientifics, Inc. (SFE) in Q4 2023: 16 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SFE as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in SFE in Q2 2023 and has held it in 2 quarters since. The position peaked at $26 in Q2 2023. 39 funds tracked by Wall St. Rank hold SFE as of Q4 2023.

  • Coppell Advisory Solutions held 16 shares of Safeguard Scientifics, Inc. worth $13 as of Q4 2023.
  • Safeguard Scientifics, Inc. was a new Coppell Advisory Solutions position in Q4 2023.
  • Safeguard Scientifics, Inc. made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1706 holding.
  • Coppell Advisory Solutions first reported a position in Safeguard Scientifics, Inc. in Q2 2023 and has held it in 2 quarters since.
  • Coppell Advisory Solutions's Safeguard Scientifics, Inc. position peaked at $26 in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.