PA
SFE

Parallel Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Parallel Advisors’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
2024
Q1 		– Sell
-250
Closed -$196 – 3466
2023
Q4 		$196 Hold
250
– – ﹤0.01% 3172
2023
Q3 		$250 Hold
250
– – ﹤0.01% 3211
2023
Q2 		$413 Hold
250
– – ﹤0.01% 3136
2023
Q1 		$430 Hold
250
– – ﹤0.01% 3146
2022
Q4 		$775 Hold
250
– – ﹤0.01% 2952
2022
Q3 		$1K Buy
+250
New +$1K ﹤0.01% 3077

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Parallel Advisors's SFE Position: Q1 2024 in Review

Parallel Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 250 shares — an estimated $196 sold.

Parallel Advisors first reported a position in SFE in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Parallel Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Parallel Advisors sold 250 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $196.
  • Parallel Advisors first reported a position in Safeguard Scientifics, Inc. in Q3 2022 and held it in 6 quarters.
  • Parallel Advisors's Safeguard Scientifics, Inc. position peaked at $1K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.