Rise Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Rise Advisors’s Portfolio SFE Stock Details SFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-39	Closed	-$29	–	1289
2024 Q1	$29	Buy	39 +12	+44%	+$8	﹤0.01%	1258
2023 Q4	$21	Hold	27	–	–	﹤0.01%	613
2023 Q3	$27	Hold	27	–	–	﹤0.01%	653
2023 Q2	$45	Hold	27	–	–	﹤0.01%	663
2023 Q1	$47	Hold	27	–	–	﹤0.01%	798
2022 Q4	$84	Sell	27 -55	-67%	-$185	﹤0.01%	753
2022 Q3	$0	Hold	82	–	–	﹤0.01%	759
2022 Q2	$0	Hold	82	–	–	﹤0.01%	743
2022 Q1	$0	Hold	82	–	–	﹤0.01%	683
2021 Q4	$601	Buy	+82	New	+$641	﹤0.01%	620

Other funds holding SFE

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Rise Advisors's SFE Position: Q2 2024 in Review

Rise Advisors sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2024, closing a stake of 39 shares — an estimated $29 sold.

Rise Advisors first reported a position in SFE in Q4 2021 and held it in 10 quarters. The position peaked at $601 in Q4 2021. 1 fund tracked by Wall St. Rank holds SFE as of Q2 2024.

Rise Advisors reported no remaining Safeguard Scientifics, Inc. position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 39 Safeguard Scientifics, Inc. shares in Q2 2024, an estimated $29.
Rise Advisors first reported a position in Safeguard Scientifics, Inc. in Q4 2021 and held it in 10 quarters.
Rise Advisors's Safeguard Scientifics, Inc. position peaked at $601 in Q4 2021.
1 fund tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.