OIA
SAFE

Optimum Investment Advisors’s Safehold SAFE Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-257
Closed -$26K – 913
2021
Q2 		$26K Hold
257
– – 0.01% 622
2021
Q1 		$22K Hold
257
– – 0.01% 649
2020
Q4 		$19K Hold
257
– – 0.01% 632
2020
Q3 		$15K Sell
257
-400
-61% -$23.6K 0.01% 644
2020
Q2 		$39K Buy
657
+164
+33% +$8.26K 0.01% 490
2020
Q1 		$25K Sell
493
-801
-62% -$54K 0.01% 536
2019
Q4 		$91K Hold
1,294
– – 0.03% 406
2019
Q3 		$82K Sell
1,294
-411
-24% -$25.8K 0.03% 405
2019
Q2 		$103K Buy
+1,705
New +$81.6K 0.03% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's SAFE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Safehold (SAFE) in Q3 2021, closing a stake of 257 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in SAFE in Q2 2019 and held it in 9 quarters. The position peaked at $103K in Q2 2019. 200 funds tracked by Wall St. Rank hold SAFE as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Safehold position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 257 Safehold shares in Q3 2021, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Safehold in Q2 2019 and held it in 9 quarters.
  • Optimum Investment Advisors's Safehold position peaked at $103K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Safehold as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.