SPIA
SFE

Steward Partners Investment Advisory’s Safeguard Scientifics, Inc. SFE Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-600
Closed -$4.09K – 7481
2021
Q1 		$4.09K Buy
+600
New +$4.36K ﹤0.01% 3062
2017
Q2 		– Sell
-39
Closed – – 1712
2017
Q1 		$0 Hold
39
– – ﹤0.01% 1584
2016
Q4 		$0 Buy
+39
New +$481 ﹤0.01% 904

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steward Partners Investment Advisory's SFE Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Safeguard Scientifics, Inc. (SFE) in Q2 2021, closing a stake of 600 shares — an estimated $4.09K sold.

Steward Partners Investment Advisory first reported a position in SFE in Q4 2016 and held it in 3 quarters. The position peaked at $4.09K in Q1 2021. 76 funds tracked by Wall St. Rank hold SFE as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Safeguard Scientifics, Inc. position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 Safeguard Scientifics, Inc. shares in Q2 2021, an estimated $4.09K.
  • Steward Partners Investment Advisory first reported a position in Safeguard Scientifics, Inc. in Q4 2016 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Safeguard Scientifics, Inc. position peaked at $4.09K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.