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Prestige Wealth Management Group’s Safety Insurance SAFT Stock Holding History

Prestige Wealth Management Group’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
Q3 		– Sell
-59
Closed -$4.23K – 1079
2023
Q2 		$4.23K Buy
+59
New +$4.31K ﹤0.01% 631
2020
Q2 		– Sell
-8
Closed -$1K – 945
2020
Q1 		$1K Buy
+8
New +$698 ﹤0.01% 831
2019
Q1 		– Sell
-13
Closed -$1K – 1002
2018
Q4 		$1K Buy
+13
New +$1.11K ﹤0.01% 1107

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Prestige Wealth Management Group's SAFT Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Safety Insurance (SAFT) in Q3 2023, closing a stake of 59 shares — an estimated $4.23K sold.

Prestige Wealth Management Group first reported a position in SAFT in Q4 2018 and held it in 3 quarters. The position peaked at $4.23K in Q2 2023. 172 funds tracked by Wall St. Rank hold SAFT as of Q3 2023.

  • Prestige Wealth Management Group reported no remaining Safety Insurance position as of Q3 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 59 Safety Insurance shares in Q3 2023, an estimated $4.23K.
  • Prestige Wealth Management Group first reported a position in Safety Insurance in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's Safety Insurance position peaked at $4.23K in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.