HNWAG
SAFE

High Net Worth Advisory Group’s Safehold Inc. SAFE Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-500
Closed -$13K – 717
2022
Q3 		$13K Hold
500
– – 0.01% 507
2022
Q2 		$18K Buy
500
+215
+75% +$9.35K 0.01% 474
2022
Q1 		$16K Hold
285
– – 0.01% 482
2021
Q4 		$23K Buy
+285
New +$21K 0.01% 451

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIC
B&I Capital Zurich, Switzerland $294M AUM 3.09% 1-Year Est. Return

High Net Worth Advisory Group's SAFE Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Safehold Inc. (SAFE) in Q4 2022, closing a stake of 500 shares — an estimated $13K sold.

High Net Worth Advisory Group first reported a position in SAFE in Q4 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 175 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Safehold Inc. position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 500 Safehold Inc. shares in Q4 2022, an estimated $13K.
  • High Net Worth Advisory Group first reported a position in Safehold Inc. in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's Safehold Inc. position peaked at $23K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.