SFA
SAFE

Sequoia Financial Advisors’s Safehold SAFE Stock Holding History

Sequoia Financial Advisors’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
2023
Q2 		– Sell
-11,076
Closed -$214K – 994
2023
Q1 		$214K Buy
+11,076
New +$556K ﹤0.01% 743

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return

Sequoia Financial Advisors's SAFE Position: Q2 2023 in Review

Sequoia Financial Advisors sold out of Safehold (SAFE) in Q2 2023, closing a stake of 11,076 shares — an estimated $214K sold.

Sequoia Financial Advisors first reported a position in SAFE in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 168 funds tracked by Wall St. Rank hold SAFE as of Q2 2023.

  • Sequoia Financial Advisors reported no remaining Safehold position as of Q2 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,076 Safehold shares in Q2 2023, an estimated $214K.
  • Sequoia Financial Advisors first reported a position in Safehold in Q1 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's Safehold position peaked at $214K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Safehold as of Q2 2023.

Based on Sequoia Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.