EWA
SAFE

EverSource Wealth Advisors’s Safehold Inc. SAFE Stock Holding History

EverSource Wealth Advisors’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
2023
Q1 		– Sell
-230
Closed -$7.19K – 2608
2022
Q4 		$6.58K Buy
+230
New +$6.55K ﹤0.01% 1491

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's SAFE Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 230 shares — an estimated $7.19K sold.

EverSource Wealth Advisors first reported a position in SAFE in Q4 2022 and held it in 1 quarter. The position peaked at $6.58K in Q4 2022. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 230 Safehold Inc. shares in Q1 2023, an estimated $7.19K.
  • EverSource Wealth Advisors first reported a position in Safehold Inc. in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Safehold Inc. position peaked at $6.58K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.