LWAM
SAFE

Legacy Wealth Asset Management’s Safehold Inc. SAFE Stock Holding History

Legacy Wealth Asset Management’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
-4,429
Closed -$246K – 349
2022
Q1 		$246K Buy
4,429
+218
+5% +$13.5K 0.09% 271
2021
Q4 		$336K Buy
4,211
+198
+5% +$14.6K 0.11% 249
2021
Q3 		$288K Sell
4,013
-43
-1% -$3.65K 0.13% 243
2021
Q2 		$318K Buy
4,056
+82
+2% +$5.91K 0.14% 241
2021
Q1 		$279K Buy
3,974
+120
+3% +$9.06K 0.13% 251
2020
Q4 		$279K Buy
+3,854
New +$263K 0.14% 242

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Asset Management's SAFE Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of Safehold Inc. (SAFE) in Q2 2022, closing a stake of 4,429 shares — an estimated $246K sold.

Legacy Wealth Asset Management first reported a position in SAFE in Q4 2020 and held it in 6 quarters. The position peaked at $336K in Q4 2021. 151 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

  • Legacy Wealth Asset Management reported no remaining Safehold Inc. position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,429 Safehold Inc. shares in Q2 2022, an estimated $246K.
  • Legacy Wealth Asset Management first reported a position in Safehold Inc. in Q4 2020 and held it in 6 quarters.
  • Legacy Wealth Asset Management's Safehold Inc. position peaked at $336K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.