HGWM
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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

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SC
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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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return