PFS
SAFE

Prospera Financial Services’s Safehold Inc. 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
2020
Q4 		– Sell
-192
Closed -$12K – 1765
2020
Q3 		$12K Buy
+192
New +$10.4K ﹤0.01% 1079

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's SAFE Position: Q4 2020 in Review

Prospera Financial Services sold out of Safehold Inc. (SAFE) in Q4 2020, closing a stake of 192 shares — an estimated $12K sold.

Prospera Financial Services first reported a position in SAFE in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 154 funds tracked by Wall St. Rank hold SAFE as of Q4 2020.

  • Prospera Financial Services reported no remaining Safehold Inc. position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 192 Safehold Inc. shares in Q4 2020, an estimated $12K.
  • Prospera Financial Services first reported a position in Safehold Inc. in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Safehold Inc. position peaked at $12K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.