RWP
SAFE

Revolve Wealth Partners’s Safehold SAFE Stock Holding History

Revolve Wealth Partners’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
Q4 		– Sell
-3,290
Closed -$148K – 155
2022
Q3 		$148K Buy
3,290
+56
+2% +$3.89K 0.05% 128
2022
Q2 		$216K Sell
3,234
-212
-6% -$17.9K 0.07% 124
2022
Q1 		$393K Sell
3,446
-643
-16% -$75.2K 0.11% 87
2021
Q4 		$514K Buy
+4,089
New +$498K 0.15% 79

Other funds holding SAFE

BlackRock
BlackRock New York $5.7T 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 $8.38B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return