Regent Peak Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-5	Closed	–	–	820
2020 Q4	$0	Buy	+5	New	+$367	﹤0.01%	1117

Other funds holding SAFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Regent Peak Wealth Advisors's SAFT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Safety Insurance (SAFT) in Q1 2021, closing a stake of 5 shares.

Regent Peak Wealth Advisors first reported a position in SAFT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 171 funds tracked by Wall St. Rank hold SAFT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Safety Insurance position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 5 Safety Insurance shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Safety Insurance in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Safety Insurance position peaked at $0 in Q4 2020.
171 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.