FWM
SAFE

Focused Wealth Management’s Safehold SAFE Stock Holding History

Focused 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
2024
Q1 		– Sell
-76
Closed -$1.78K – 810
2023
Q4 		$1.78K Hold
76
– – ﹤0.01% 787
2023
Q3 		$1.35K Hold
76
– – ﹤0.01% 813
2023
Q2 		$1.8K Hold
76
– – ﹤0.01% 815
2023
Q1 		$2.19K Buy
76
+24
+46% +$1.2K ﹤0.01% 785
2022
Q4 		$2.48K Sell
52
-15
-22% -$723 ﹤0.01% 758
2022
Q3 		$3K Hold
67
– – ﹤0.01% 720
2022
Q2 		$4K Hold
67
– – ﹤0.01% 662
2022
Q1 		$8K Hold
67
– – ﹤0.01% 592
2021
Q4 		$8K Hold
67
– – ﹤0.01% 632
2021
Q3 		$8K Hold
67
– – ﹤0.01% 640
2021
Q2 		$7K Hold
67
– – ﹤0.01% 671
2021
Q1 		$6K Hold
67
– – ﹤0.01% 686
2020
Q4 		$5K Hold
67
– – ﹤0.01% 658
2020
Q3 		$4K Buy
+67
New +$3.96K ﹤0.01% 643

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's SAFE Position: Q1 2024 in Review

Focused Wealth Management sold out of Safehold (SAFE) in Q1 2024, closing a stake of 76 shares — an estimated $1.78K sold.

Focused Wealth Management first reported a position in SAFE in Q3 2020 and held it in 14 quarters. The position peaked at $8K in Q1 2022. 184 funds tracked by Wall St. Rank hold SAFE as of Q1 2024.

  • Focused Wealth Management reported no remaining Safehold position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 76 Safehold shares in Q1 2024, an estimated $1.78K.
  • Focused Wealth Management first reported a position in Safehold in Q3 2020 and held it in 14 quarters.
  • Focused Wealth Management's Safehold position peaked at $8K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.