HGWM
SAFE

Harvest Group Wealth Management’s Safehold SAFE Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-22
Closed -$1K – 921
2019
Q4 		$1K Hold
22
– – ﹤0.01% 849
2019
Q3 		$1K Buy
+22
New +$1.38K ﹤0.01% 913

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Harvest Group Wealth Management's SAFE Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Safehold (SAFE) in Q1 2020, closing a stake of 22 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SAFE in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 168 funds tracked by Wall St. Rank hold SAFE as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Safehold position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 22 Safehold shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Safehold in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Safehold position peaked at $1K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Safehold as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.