GWAG
SFE

Garrett Wealth Advisory Group’s Safeguard Scientifics, Inc. SFE Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-92
Closed -$1.04K – 675
2019
Q3 		$1.04K Buy
+92
New +$1.1K ﹤0.01% 713

Other funds holding SFE

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
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Garrett Wealth Advisory Group's SFE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2019, closing a stake of 92 shares — an estimated $1.04K sold.

Garrett Wealth Advisory Group first reported a position in SFE in Q3 2019 and held it in 1 quarter. The position peaked at $1.04K in Q3 2019. 91 funds tracked by Wall St. Rank hold SFE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Safeguard Scientifics, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 92 Safeguard Scientifics, Inc. shares in Q4 2019, an estimated $1.04K.
  • Garrett Wealth Advisory Group first reported a position in Safeguard Scientifics, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Safeguard Scientifics, Inc. position peaked at $1.04K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.