GWM
SAFE

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

Greenwich 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
-22,045
Closed -$516K – 256
2023
Q4 		$516K Hold
22,045
– – 0.05% 157
2023
Q3 		$392K Hold
22,045
– – 0.04% 164
2023
Q2 		$523K Sell
22,045
-1,237
-5% -$29.3K 0.06% 151
2023
Q1 		$684K Buy
23,282
+14,688
+171% +$459K 0.07% 134
2022
Q4 		$246K Buy
+8,594
New +$245K 0.03% 199

Other funds holding SAFE

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Greenwich Wealth Management sold out of Safehold Inc. (SAFE) in Q1 2024, closing a stake of 22,045 shares — an estimated $516K sold.

Greenwich Wealth Management first reported a position in SAFE in Q4 2022 and held it in 5 quarters. The position peaked at $684K in Q1 2023. 2 funds tracked by Wall St. Rank hold SAFE as of Q1 2024.

  • Greenwich Wealth Management reported no remaining Safehold Inc. position as of Q1 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 22,045 Safehold Inc. shares in Q1 2024, an estimated $516K.
  • Greenwich Wealth Management first reported a position in Safehold Inc. in Q4 2022 and held it in 5 quarters.
  • Greenwich Wealth Management's Safehold Inc. position peaked at $684K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2024.

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