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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Revolve Wealth Partners's SAFE Position: Q4 2022 in Review

Revolve Wealth Partners sold out of Safehold (SAFE) in Q4 2022, closing a stake of 3,290 shares — an estimated $148K sold.

Revolve Wealth Partners first reported a position in SAFE in Q4 2021 and held it in 4 quarters. The position peaked at $514K in Q4 2021. 203 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

  • Revolve Wealth Partners reported no remaining Safehold position as of Q4 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 3,290 Safehold shares in Q4 2022, an estimated $148K.
  • Revolve Wealth Partners first reported a position in Safehold in Q4 2021 and held it in 4 quarters.
  • Revolve Wealth Partners's Safehold position peaked at $514K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Safehold as of Q4 2022.

Based on Revolve Wealth Partners's 13F filing for Q4 2022, filed 17 Jan 2023.