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MBM Wealth Consultants’s Safety Insurance SAFT Stock Holding History

MBM Wealth Consultants’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
2022
Q4 		– Sell
-520
Closed -$43K – 360
2022
Q3 		$43K Hold
520
– – 0.02% 156
2022
Q2 		$50K Hold
520
– – 0.02% 158
2022
Q1 		$47K Hold
520
– – 0.02% 184
2021
Q4 		$44K Buy
520
+148
+40% +$11.9K 0.02% 174
2021
Q3 		$29K Buy
372
+92
+33% +$7.26K 0.01% 185
2021
Q2 		$22K Hold
280
– – 0.01% 192
2021
Q1 		$24K Buy
+280
New +$22.5K 0.01% 180

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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