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Safeguard Financial’s Ceco Environmental CECO Stock Holding History

Safeguard Financial’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-867
Closed -$11K – 141
2023
Q2 		$11K Buy
+867
New +$10.8K 0.01% 322

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Safeguard Financial's CECO Position: Q3 2023 in Review

Safeguard Financial sold out of Ceco Environmental (CECO) in Q3 2023, closing a stake of 867 shares — an estimated $11K sold.

Safeguard Financial first reported a position in CECO in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 147 funds tracked by Wall St. Rank hold CECO as of Q3 2023.

  • Safeguard Financial reported no remaining Ceco Environmental position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 867 Ceco Environmental shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in Ceco Environmental in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Ceco Environmental position peaked at $11K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.