PCMC
SAFE

Planning Capital Management Corporation’s Safehold SAFE Stock Holding History

Planning Capital Management Corporation’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
2024
Q1 		– Sell
-279
Closed -$6.53K – 694
2023
Q4 		$6.53K Buy
+279
New +$5.26K 0.01% 456

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's SAFE Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Safehold (SAFE) in Q1 2024, closing a stake of 279 shares — an estimated $6.53K sold.

Planning Capital Management Corporation first reported a position in SAFE in Q4 2023 and held it in 1 quarter. The position peaked at $6.53K in Q4 2023. 184 funds tracked by Wall St. Rank hold SAFE as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Safehold position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 279 Safehold shares in Q1 2024, an estimated $6.53K.
  • Planning Capital Management Corporation first reported a position in Safehold in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Safehold position peaked at $6.53K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.