SWA
SAFE

Sutton Wealth Advisors’s Safehold Inc. 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
-396
Closed -$11.3K – 1674
2022
Q4 		$11.3K Sell
396
-26
-6% -$740 ﹤0.01% 901
2022
Q3 		$11.2K Buy
+422
New +$16.4K ﹤0.01% 859
2022
Q2 		– Sell
-267
Closed -$14.8K – 1743
2022
Q1 		$14.8K Buy
267
+9
+3% +$557 0.01% 818
2021
Q4 		$20.6K Buy
258
+4
+2% +$295 0.01% 685
2021
Q3 		$18.3K Hold
254
– – 0.01% 718
2021
Q2 		$19.9K Hold
254
– – 0.01% 700
2021
Q1 		$17.8K Hold
254
– – 0.01% 707
2020
Q4 		$18.4K Hold
254
– – 0.01% 644
2020
Q3 		$15.8K Hold
254
– – 0.01% 609
2020
Q2 		$14.6K Buy
254
+118
+87% +$6.46K 0.01% 615
2020
Q1 		$8.6K Buy
+136
New +$6.87K 0.01% 696

Other funds holding SAFE

LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 396 shares — an estimated $11.3K sold.

Sutton Wealth Advisors first reported a position in SAFE in Q1 2020 and held it in 11 quarters. The position peaked at $20.6K in Q4 2021. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 396 Safehold Inc. shares in Q1 2023, an estimated $11.3K.
  • Sutton Wealth Advisors first reported a position in Safehold Inc. in Q1 2020 and held it in 11 quarters.
  • Sutton Wealth Advisors's Safehold Inc. position peaked at $20.6K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

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