MWC
SAFE

MBM Wealth Consultants’s Safehold Inc. SAFE Stock Holding History

MBM Wealth Consultants’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
-115
Closed -$6K – 322
2022
Q1 		$6K Sell
115
-3,849
-97% -$238K ﹤0.01% 259
2021
Q4 		$317K Buy
3,964
+789
+25% +$58.2K 0.13% 76
2021
Q3 		$228K Buy
3,175
+168
+6% +$14.2K 0.1% 90
2021
Q2 		$236K Buy
3,007
+367
+14% +$26.5K 0.11% 87
2021
Q1 		$185K Sell
2,640
-68
-3% -$5.14K 0.09% 93
2020
Q4 		$197K Sell
2,708
-56
-2% -$3.82K 0.11% 85
2020
Q3 		$172K Buy
+2,764
New +$150K 0.11% 77

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
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 $2.9T AUM 29.55% 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

MBM Wealth Consultants's SAFE Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Safehold Inc. (SAFE) in Q2 2022, closing a stake of 115 shares — an estimated $6K sold.

MBM Wealth Consultants first reported a position in SAFE in Q3 2020 and held it in 7 quarters. The position peaked at $317K in Q4 2021. 151 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

  • MBM Wealth Consultants reported no remaining Safehold Inc. position as of Q2 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 115 Safehold Inc. shares in Q2 2022, an estimated $6K.
  • MBM Wealth Consultants first reported a position in Safehold Inc. in Q3 2020 and held it in 7 quarters.
  • MBM Wealth Consultants's Safehold Inc. position peaked at $317K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.