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Pathway Financial Advisers’s Safety Insurance SAFT Stock Holding History

Pathway Financial Advisers’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 		$13.7K Sell
183
-1,071
-85% -$87.2K 0.01% 345
2022
Q4 		$106K Buy
+1,254
New +$107K 0.04% 189

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pathway Financial Advisers's SAFT Position: Q1 2023 in Review

Pathway Financial Advisers reduced its Safety Insurance (SAFT) stake by 85% in Q1 2023, selling an estimated $87.2K and leaving 183 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #345.

Pathway Financial Advisers first reported a position in SAFT in Q4 2022 and has held it in 2 quarters since. The position peaked at $106K in Q4 2022. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • Pathway Financial Advisers held 183 shares of Safety Insurance worth $13.7K as of Q1 2023.
  • Pathway Financial Advisers sold 1,071 Safety Insurance shares in Q1 2023, an estimated $87.2K.
  • Safety Insurance made up 0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #345 holding.
  • Pathway Financial Advisers first reported a position in Safety Insurance in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's Safety Insurance position peaked at $106K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.