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Money Concepts Capital’s Safety Insurance SAFT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-568
Closed -$47.9K – 2447
2022
Q4 		$47.9K Buy
+568
New +$48.3K ﹤0.01% 1260
2022
Q2 		– Sell
-401
Closed -$36K – 2430
2022
Q1 		$36K Buy
+401
New +$34.2K ﹤0.01% 1364

Other funds holding SAFT

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Money Concepts Capital's SAFT Position: Q1 2023 in Review

Money Concepts Capital sold out of Safety Insurance (SAFT) in Q1 2023, closing a stake of 568 shares — an estimated $47.9K sold.

Money Concepts Capital first reported a position in SAFT in Q1 2022 and held it in 2 quarters. The position peaked at $47.9K in Q4 2022. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • Money Concepts Capital reported no remaining Safety Insurance position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 568 Safety Insurance shares in Q1 2023, an estimated $47.9K.
  • Money Concepts Capital first reported a position in Safety Insurance in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Safety Insurance position peaked at $47.9K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.