PFBT
SAFE

Parkside Financial Bank & Trust’s Safehold Inc. SAFE Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q1 		– Sell
-63
Closed -$1.8K – 2141
2022
Q4 		$1.8K Sell
63
-52
-45% -$1.48K ﹤0.01% 1718
2022
Q3 		$3K Buy
+115
New +$4.48K ﹤0.01% 1487
2022
Q2 		– Sell
-29
Closed -$2K – 2022
2022
Q1 		$2K Sell
29
-28
-49% -$1.73K ﹤0.01% 1684
2021
Q4 		$5K Buy
57
+3
+6% +$221 ﹤0.01% 1360
2021
Q3 		$4K Hold
54
– – ﹤0.01% 1396
2021
Q2 		$4K Buy
54
+3
+6% +$216 ﹤0.01% 1387
2021
Q1 		$4K Hold
51
– – ﹤0.01% 1337
2020
Q4 		$4K Buy
51
+45
+750% +$3.07K ﹤0.01% 1258
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1719
2020
Q2 		$0 Hold
6
– – ﹤0.01% 1805
2020
Q1 		$0 Buy
+6
New +$303 ﹤0.01% 1771

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parkside Financial Bank & Trust's SAFE Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 63 shares — an estimated $1.8K sold.

Parkside Financial Bank & Trust first reported a position in SAFE in Q1 2020 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 63 Safehold Inc. shares in Q1 2023, an estimated $1.8K.
  • Parkside Financial Bank & Trust first reported a position in Safehold Inc. in Q1 2020 and held it in 11 quarters.
  • Parkside Financial Bank & Trust's Safehold Inc. position peaked at $5K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.