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Sugarloaf Wealth Management’s Safety Insurance SAFT Stock Holding History

Sugarloaf Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-35
Closed -$3K – 875
2022
Q2 		$3K Buy
+35
New +$3.15K ﹤0.01% 672

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Sugarloaf Wealth Management's SAFT Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Safety Insurance (SAFT) in Q3 2022, closing a stake of 35 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in SAFT in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 174 funds tracked by Wall St. Rank hold SAFT as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Safety Insurance position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 35 Safety Insurance shares in Q3 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Safety Insurance in Q2 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Safety Insurance position peaked at $3K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.