HHM Wealth Advisors’s Safehold Inc. 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	-204	Closed	-$11K	–	868
2022 Q1	$11K	Buy	+204	New	+$12.6K	﹤0.01%	532

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Safehold Inc. (SAFE) in Q2 2022, closing a stake of 204 shares — an estimated $11K sold.

HHM Wealth Advisors first reported a position in SAFE in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 151 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

HHM Wealth Advisors reported no remaining Safehold Inc. position as of Q2 2022 after selling out during the quarter.
HHM Wealth Advisors sold 204 Safehold Inc. shares in Q2 2022, an estimated $11K.
HHM Wealth Advisors first reported a position in Safehold Inc. in Q1 2022 and held it in 1 quarter.
HHM Wealth Advisors's Safehold Inc. position peaked at $11K in Q1 2022.
151 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2022.

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