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Harvest Group Wealth Management’s Safety Insurance SAFT Stock Holding History

Harvest Group Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17
Closed -$1K – 573
2020
Q4 		$1K Hold
17
– – ﹤0.01% 539
2020
Q3 		$1K Hold
17
– – ﹤0.01% 504
2020
Q2 		$1K Hold
17
– – ﹤0.01% 411
2020
Q1 		$1K Sell
17
-67
-80% -$5.84K ﹤0.01% 421
2019
Q4 		$7K Hold
84
– – 0.01% 301
2019
Q3 		$9K Hold
84
– – 0.01% 280
2019
Q2 		$7K Hold
84
– – 0.01% 293
2019
Q1 		$7K Buy
+84
New +$7.2K 0.01% 322

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Harvest Group Wealth Management's SAFT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Safety Insurance (SAFT) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SAFT in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2019. 171 funds tracked by Wall St. Rank hold SAFT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Safety Insurance position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 Safety Insurance shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Safety Insurance in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Safety Insurance position peaked at $9K in Q3 2019.
  • 171 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.