CWM
SAFE

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

Curi 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
Q3 		– Sell
-264
Closed -$9K – 754
2022
Q2 		$9K Hold
264
– – ﹤0.01% 394
2022
Q1 		$14K Hold
264
– – ﹤0.01% 322
2021
Q4 		$21K Buy
+264
New +$19.5K ﹤0.01% 249

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's SAFE Position: Q3 2022 in Review

Curi Wealth Management sold out of Safehold Inc. (SAFE) in Q3 2022, closing a stake of 264 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in SAFE in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 152 funds tracked by Wall St. Rank hold SAFE as of Q3 2022.

  • Curi Wealth Management reported no remaining Safehold Inc. position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 264 Safehold Inc. shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in Safehold Inc. in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Safehold Inc. position peaked at $21K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.