PFS
SAFE

Prospera Financial Services’s Safehold SAFE Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-156
Closed -$18K – 2415
2022
Q1 		$18K Buy
+156
New +$18.3K ﹤0.01% 1777

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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prospera Financial Services's SAFE Position: Q2 2022 in Review

Prospera Financial Services sold out of Safehold (SAFE) in Q2 2022, closing a stake of 156 shares — an estimated $18K sold.

Prospera Financial Services first reported a position in SAFE in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 203 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

  • Prospera Financial Services reported no remaining Safehold position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 156 Safehold shares in Q2 2022, an estimated $18K.
  • Prospera Financial Services first reported a position in Safehold in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Safehold position peaked at $18K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Safehold as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.