KWM
SAFT icon

Kingsview Wealth Management’s Safety Insurance SAFT Stock Holding History

Kingsview Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13,511
Closed -$1.15M – 1005
2021
Q1 		$1.15M Buy
+13,511
New +$1.09M 0.07% 298

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingsview Wealth Management's SAFT Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Safety Insurance (SAFT) in Q2 2021, closing a stake of 13,511 shares — an estimated $1.15M sold.

Kingsview Wealth Management first reported a position in SAFT in Q1 2021 and held it in 1 quarter. The position peaked at $1.15M in Q1 2021. 178 funds tracked by Wall St. Rank hold SAFT as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Safety Insurance position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,511 Safety Insurance shares in Q2 2021, an estimated $1.15M.
  • Kingsview Wealth Management first reported a position in Safety Insurance in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Safety Insurance position peaked at $1.15M in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.