MWP
SAFE

Meridian Wealth Partners’s Safehold Inc. SAFE Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-9
Closed -$1K – 1505
2021
Q1 		$1K Buy
+9
New +$680 ﹤0.01% 1315

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's SAFE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Safehold Inc. (SAFE) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in SAFE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 158 funds tracked by Wall St. Rank hold SAFE as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Safehold Inc. position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 9 Safehold Inc. shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Safehold Inc. in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Safehold Inc. position peaked at $1K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Safehold Inc. as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.