SFG
SFE

SevenBridge Financial Group’s Safeguard Scientifics, Inc. SFE Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-10,000
Closed -$7.84K – 210
2023
Q4 		$7.84K Buy
+10,000
New +$10.1K ﹤0.01% 190

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SevenBridge Financial Group's SFE Position: Q1 2024 in Review

SevenBridge Financial Group sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 10,000 shares — an estimated $7.84K sold.

SevenBridge Financial Group first reported a position in SFE in Q4 2023 and held it in 1 quarter. The position peaked at $7.84K in Q4 2023. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • SevenBridge Financial Group reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • SevenBridge Financial Group sold 10,000 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $7.84K.
  • SevenBridge Financial Group first reported a position in Safeguard Scientifics, Inc. in Q4 2023 and held it in 1 quarter.
  • SevenBridge Financial Group's Safeguard Scientifics, Inc. position peaked at $7.84K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on SevenBridge Financial Group's 13F filing for Q1 2024, filed 10 May 2024.