RWMG
SAFE

Redwood Wealth Management Group’s Safehold SAFE Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-13
Closed -$251 – 903
2024
Q2 		$251 Buy
+13
New +$250 ﹤0.01% 1117

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Redwood Wealth Management Group's SAFE Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Safehold (SAFE) in Q3 2024, closing a stake of 13 shares — an estimated $251 sold.

Redwood Wealth Management Group first reported a position in SAFE in Q2 2024 and held it in 1 quarter. The position peaked at $251 in Q2 2024. 208 funds tracked by Wall St. Rank hold SAFE as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Safehold position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 13 Safehold shares in Q3 2024, an estimated $251.
  • Redwood Wealth Management Group first reported a position in Safehold in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Safehold position peaked at $251 in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Safehold as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.