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Optimum Investment Advisors’s Safety Insurance SAFT Stock Holding History

Optimum Investment Advisors’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
2024
Q2 		– Sell
-100
Closed -$8.22K – 654
2024
Q1 		$8.22K Buy
+100
New +$8.11K ﹤0.01% 539

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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's SAFT Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Safety Insurance (SAFT) in Q2 2024, closing a stake of 100 shares — an estimated $8.22K sold.

Optimum Investment Advisors first reported a position in SAFT in Q1 2024 and held it in 1 quarter. The position peaked at $8.22K in Q1 2024. 173 funds tracked by Wall St. Rank hold SAFT as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Safety Insurance position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Safety Insurance shares in Q2 2024, an estimated $8.22K.
  • Optimum Investment Advisors first reported a position in Safety Insurance in Q1 2024 and held it in 1 quarter.
  • Optimum Investment Advisors's Safety Insurance position peaked at $8.22K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.