SF
TRUE

Safeguard Financial’s TrueCar TRUE Stock Holding History

Safeguard Financial’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,633
Closed -$40.6K – 85
2023
Q3 		$40.6K Hold
19,633
– – 0.02% 71
2023
Q2 		$44K Hold
19,633
– – 0.02% 168
2023
Q1 		$45K Hold
19,633
– – 0.03% 69
2022
Q4 		$49K Hold
19,633
– – 0.04% 67
2022
Q3 		$30K Buy
+19,633
New +$44.8K 0.03% 49

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Financial's TRUE Position: Q4 2023 in Review

Safeguard Financial sold out of TrueCar (TRUE) in Q4 2023, closing a stake of 19,633 shares — an estimated $40.6K sold.

Safeguard Financial first reported a position in TRUE in Q3 2022 and held it in 5 quarters. The position peaked at $49K in Q4 2022. 95 funds tracked by Wall St. Rank hold TRUE as of Q4 2023.

  • Safeguard Financial reported no remaining TrueCar position as of Q4 2023 after selling out during the quarter.
  • Safeguard Financial sold 19,633 TrueCar shares in Q4 2023, an estimated $40.6K.
  • Safeguard Financial first reported a position in TrueCar in Q3 2022 and held it in 5 quarters.
  • Safeguard Financial's TrueCar position peaked at $49K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held TrueCar as of Q4 2023.

Based on Safeguard Financial's 13F filing for Q4 2023, filed 30 Jan 2024.