MWP
SFE

Meridian Wealth Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

Meridian Wealth Partners’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-19
Closed – – 1379
2021
Q1 		$0 Buy
+19
New +$138 ﹤0.01% 1485

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2021, closing a stake of 19 shares.

Meridian Wealth Partners first reported a position in SFE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 76 funds tracked by Wall St. Rank hold SFE as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Safeguard Scientifics, Inc. position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 19 Safeguard Scientifics, Inc. shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in Safeguard Scientifics, Inc. in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Safeguard Scientifics, Inc. position peaked at $0 in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2021.

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