HHM Wealth Advisors’s Safehold SAFE Stock Holding History

HHM Wealth Advisors’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
2022 Q2	–	Sell	-53	Closed	-$6K	–	835
2022 Q1	$6K	Buy	+53	New	+$6.2K	﹤0.01%	598

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCI

Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HHM Wealth Advisors's SAFE Position: Q2 2022 in Review

HHM Wealth Advisors sold out of Safehold (SAFE) in Q2 2022, closing a stake of 53 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in SAFE in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 203 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

HHM Wealth Advisors reported no remaining Safehold position as of Q2 2022 after selling out during the quarter.
HHM Wealth Advisors sold 53 Safehold shares in Q2 2022, an estimated $6K.
HHM Wealth Advisors first reported a position in Safehold in Q1 2022 and held it in 1 quarter.
HHM Wealth Advisors's Safehold position peaked at $6K in Q1 2022.
203 funds tracked by Wall St. Rank held Safehold as of Q2 2022.

Based on HHM Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.