KFI
SFE

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

Key Financial Inc’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
-64
Closed -$50 – 1332
2023
Q4 		$50 Hold
64
– – ﹤0.01% 1306
2023
Q3 		$64 Hold
64
– – ﹤0.01% 1326
2023
Q2 		$106 Hold
64
– – ﹤0.01% 1363
2023
Q1 		$110 Hold
64
– – ﹤0.01% 1148
2022
Q4 		$239 Hold
64
– – ﹤0.01% 1132
2022
Q3 		$0 Hold
64
– – ﹤0.01% 1192
2022
Q2 		$0 Hold
64
– – ﹤0.01% 1175
2022
Q1 		$0 Hold
64
– – ﹤0.01% 1120
2021
Q4 		$0 Hold
64
– – ﹤0.01% 1010
2021
Q3 		$1K Hold
64
– – ﹤0.01% 902
2021
Q2 		$1K Hold
64
– – ﹤0.01% 846
2021
Q1 		$0 Hold
64
– – ﹤0.01% 811
2020
Q4 		$0 Buy
+64
New +$400 ﹤0.01% 749
2020
Q2 		– Sell
-64
Closed – – 687
2020
Q1 		$0 Buy
+64
New +$572 ﹤0.01% 729

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

Key Financial Inc's SFE Position: Q1 2024 in Review

Key Financial Inc sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 64 shares — an estimated $50 sold.

Key Financial Inc first reported a position in SFE in Q1 2020 and held it in 14 quarters. The position peaked at $1K in Q3 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Key Financial Inc reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Key Financial Inc sold 64 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $50.
  • Key Financial Inc first reported a position in Safeguard Scientifics, Inc. in Q1 2020 and held it in 14 quarters.
  • Key Financial Inc's Safeguard Scientifics, Inc. position peaked at $1K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.