KFS
SFE

Kelly Financial Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

Kelly Financial Services’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$13 – 838
2023
Q4 		$13 Hold
16
– – ﹤0.01% 778
2023
Q3 		$16 Hold
16
– – ﹤0.01% 759
2023
Q2 		$26 Hold
16
– – ﹤0.01% 715
2023
Q1 		$28 Hold
16
– – ﹤0.01% 693
2022
Q4 		$50 Hold
16
– – ﹤0.01% 668
2022
Q3 		$60 Hold
16
– – ﹤0.01% 682
2022
Q2 		$60 Hold
16
– – ﹤0.01% 666
2022
Q1 		$84 Hold
16
– – ﹤0.01% 654
2021
Q4 		$118 Hold
16
– – ﹤0.01% 662
2021
Q3 		$142 Sell
16
-108
-87% -$865 ﹤0.01% 632
2021
Q2 		$16K Buy
124
+108
+675% +$736 ﹤0.01% 566
2021
Q1 		$109 Hold
16
– – ﹤0.01% 625
2020
Q4 		$102 Hold
16
– – ﹤0.01% 584
2020
Q3 		$88 Hold
16
– – ﹤0.01% 568
2020
Q2 		$112 Hold
16
– – ﹤0.01% 582
2020
Q1 		$89 Hold
16
– – ﹤0.01% 555
2019
Q4 		$176 Hold
16
– – ﹤0.01% 533
2019
Q3 		$181 Hold
16
– – ﹤0.01% 518
2019
Q2 		$193 Hold
16
– – ﹤0.01% 472
2019
Q1 		$174 Buy
+16
New +$162 ﹤0.01% 473

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kelly Financial Services's SFE Position: Q1 2024 in Review

Kelly Financial Services sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 16 shares — an estimated $13 sold.

Kelly Financial Services first reported a position in SFE in Q1 2019 and held it in 20 quarters. The position peaked at $16K in Q2 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Kelly Financial Services reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 16 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $13.
  • Kelly Financial Services first reported a position in Safeguard Scientifics, Inc. in Q1 2019 and held it in 20 quarters.
  • Kelly Financial Services's Safeguard Scientifics, Inc. position peaked at $16K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.