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Prio Wealth Limited Partnership’s Safety Insurance SAFT Stock Holding History

Prio Wealth Limited Partnership’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
2019
Q4 		– Sell
-2,000
Closed -$203K – 265
2019
Q3 		$203K Buy
+2,000
New +$195K 0.01% 249

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Prio Wealth Limited Partnership's SAFT Position: Q4 2019 in Review

Prio Wealth Limited Partnership sold out of Safety Insurance (SAFT) in Q4 2019, closing a stake of 2,000 shares — an estimated $203K sold.

Prio Wealth Limited Partnership first reported a position in SAFT in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 174 funds tracked by Wall St. Rank hold SAFT as of Q4 2019.

  • Prio Wealth Limited Partnership reported no remaining Safety Insurance position as of Q4 2019 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 2,000 Safety Insurance shares in Q4 2019, an estimated $203K.
  • Prio Wealth Limited Partnership first reported a position in Safety Insurance in Q3 2019 and held it in 1 quarter.
  • Prio Wealth Limited Partnership's Safety Insurance position peaked at $203K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2019.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2019, filed 10 Feb 2020.