RBC
SAFE

Roble Belko & Company’s Safehold SAFE Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-2,176
Closed -$45K – 375
2024
Q1 		$45K Buy
+2,176
New +$45.2K 0.01% 178

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's SAFE Position: Q2 2024 in Review

Roble Belko & Company sold out of Safehold (SAFE) in Q2 2024, closing a stake of 2,176 shares — an estimated $45K sold.

Roble Belko & Company first reported a position in SAFE in Q1 2024 and held it in 1 quarter. The position peaked at $45K in Q1 2024. 184 funds tracked by Wall St. Rank hold SAFE as of Q2 2024.

  • Roble Belko & Company reported no remaining Safehold position as of Q2 2024 after selling out during the quarter.
  • Roble Belko & Company sold 2,176 Safehold shares in Q2 2024, an estimated $45K.
  • Roble Belko & Company first reported a position in Safehold in Q1 2024 and held it in 1 quarter.
  • Roble Belko & Company's Safehold position peaked at $45K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q2 2024.

Based on Roble Belko & Company's 13F filing for Q2 2024, filed 8 Aug 2024.