Sutton Wealth Advisors’s Safehold SAFE Stock Holding History

Sutton Wealth 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 Q1	–	Sell	-826	Closed	-$39.4K	–	1416
2022 Q4	$39.4K	Buy	826 +417	+102%	+$20.1K	0.02%	459
2022 Q3	$18.4K	Hold	409	–	–	0.01%	690
2022 Q2	$27.3K	Sell	409 -2	-0.5%	-$168	0.01%	562
2022 Q1	$46.8K	Sell	411 -1	-0.2%	-$117	0.02%	423
2021 Q4	$51.8K	Buy	412 +3	+0.7%	+$366	0.02%	400
2021 Q3	$49.9K	Hold	409	–	–	0.02%	391
2021 Q2	$41.3K	Hold	409	–	–	0.02%	463
2021 Q1	$35.4K	Hold	409	–	–	0.01%	491
2020 Q4	$29.6K	Hold	409	–	–	0.01%	496
2020 Q3	$23.5K	Hold	409	–	–	0.01%	499
2020 Q2	$24.5K	Hold	409	–	–	0.01%	477
2020 Q1	$21.1K	Hold	409	–	–	0.01%	465
2019 Q4	$28.9K	Hold	409	–	–	0.01%	466
2019 Q3	$26K	Hold	409	–	–	0.01%	490
2019 Q2	$24.7K	Buy	+409	New	+$19.6K	0.01%	507
2019 Q1	–	Sell	-487	Closed	-$21.7K	–	1213
2018 Q4	$21.7K	Hold	487	–	–	0.01%	499
2018 Q3	$26.5K	Buy	+487	New	+$25.7K	0.02%	486

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Sutton Wealth Advisors's SAFE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Safehold (SAFE) in Q1 2023, closing a stake of 826 shares — an estimated $39.4K sold.

Sutton Wealth Advisors first reported a position in SAFE in Q3 2018 and held it in 17 quarters. The position peaked at $51.8K in Q4 2021. 166 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Safehold position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 826 Safehold shares in Q1 2023, an estimated $39.4K.
Sutton Wealth Advisors first reported a position in Safehold in Q3 2018 and held it in 17 quarters.
Sutton Wealth Advisors's Safehold position peaked at $51.8K in Q4 2021.
166 funds tracked by Wall St. Rank held Safehold as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.