Fidelity Investments
SFE

Fidelity Investments’s Safeguard Scientifics, Inc. SFE Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-40
Closed -$31 – 5838
2023
Q4 		$31 Sell
40
-7
-15% -$7 ﹤0.01% 5106
2023
Q3 		$47 Sell
47
-5
-10% -$6 ﹤0.01% 4946
2023
Q2 		$86 Buy
+52
New +$91 ﹤0.01% 4974
2021
Q3 		– Sell
-1
Closed – – 5203
2021
Q2 		$0 Sell
1
-44
-98% -$300 ﹤0.01% 5055
2021
Q1 		$0 Buy
45
+44
+4,400% +$319 ﹤0.01% 4662
2020
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 4372
2020
Q3 		– Sell
-36
Closed – – 4078
2020
Q2 		$0 Sell
36
-21
-37% -$133 ﹤0.01% 4281
2020
Q1 		$0 Sell
57
-1
-2% -$9 ﹤0.01% 4368
2019
Q4 		$1K Buy
58
+2
+4% +$23 ﹤0.01% 3705
2019
Q3 		$1K Hold
56
– – ﹤0.01% 3699
2019
Q2 		$1K Sell
56
-55
-50% -$644 ﹤0.01% 3666
2019
Q1 		$1K Hold
111
– – ﹤0.01% 3530
2018
Q4 		$1K Hold
111
– – ﹤0.01% 3443
2018
Q3 		$1K Buy
+111
New +$1.21K ﹤0.01% 3472

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Fidelity Investments's SFE Position: Q1 2024 in Review

Fidelity Investments sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 40 shares — an estimated $31 sold.

Fidelity Investments first reported a position in SFE in Q3 2018 and held it in 14 quarters. The position peaked at $1K in Q4 2019. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Fidelity Investments reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 40 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $31.
  • Fidelity Investments first reported a position in Safeguard Scientifics, Inc. in Q3 2018 and held it in 14 quarters.
  • Fidelity Investments's Safeguard Scientifics, Inc. position peaked at $1K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.