MSFP
SAFE

Mark Sheptoff Financial Planning’s Safehold SAFE Stock Holding History

Mark Sheptoff Financial Planning’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
2024
Q4 		– Sell
-250
Closed -$6.56K – 448
2024
Q3 		$6.56K Buy
+250
New +$5.9K ﹤0.01% 346

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's SAFE Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Safehold (SAFE) in Q4 2024, closing a stake of 250 shares — an estimated $6.56K sold.

Mark Sheptoff Financial Planning first reported a position in SAFE in Q3 2024 and held it in 1 quarter. The position peaked at $6.56K in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Mark Sheptoff Financial Planning reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Safehold shares in Q4 2024, an estimated $6.56K.
  • Mark Sheptoff Financial Planning first reported a position in Safehold in Q3 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Safehold position peaked at $6.56K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.