SWA
SAFT icon

Sutton Wealth Advisors’s Safety Insurance SAFT Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-253
Closed -$21.3K – 1415
2022
Q4 		$21.3K Hold
253
– – 0.01% 674
2022
Q3 		$20.6K Buy
253
+4
+2% +$361 0.01% 652
2022
Q2 		$24.2K Hold
249
– – 0.01% 602
2022
Q1 		$22.6K Hold
249
– – 0.01% 672
2021
Q4 		$21.2K Buy
249
+3
+1% +$241 0.01% 677
2021
Q3 		$19.5K Hold
246
– – 0.01% 703
2021
Q2 		$19.3K Hold
246
– – 0.01% 716
2021
Q1 		$20.7K Hold
246
– – 0.01% 666
2020
Q4 		$19.2K Sell
246
-31
-11% -$2.27K 0.01% 627
2020
Q3 		$19.1K Sell
277
-230
-45% -$17.1K 0.01% 558
2020
Q2 		$38.7K Buy
507
+115
+29% +$9.01K 0.02% 359
2020
Q1 		$33.1K Buy
392
+52
+15% +$4.54K 0.02% 351
2019
Q4 		$31.5K Hold
340
– – 0.02% 438
2019
Q3 		$34.5K Hold
340
– – 0.02% 404
2019
Q2 		$32.3K Hold
340
– – 0.02% 430
2019
Q1 		$29.6K Hold
340
– – 0.02% 446
2018
Q4 		$27.8K Hold
340
– – 0.02% 422
2018
Q3 		$30.5K Hold
340
– – 0.02% 435
2018
Q2 		$29K Hold
340
– – 0.02% 447
2018
Q1 		$26.1K Buy
340
+146
+75% +$11.2K 0.02% 464
2017
Q4 		$15.6K Hold
194
– – 0.01% 642
2017
Q3 		$14.8K Hold
194
– – 0.01% 643
2017
Q2 		$13.3K Buy
194
+121
+166% +$8.3K 0.01% 675
2017
Q1 		$5.12K Hold
73
– – ﹤0.01% 846
2016
Q4 		$5.38K Hold
73
– – ﹤0.01% 833
2016
Q3 		$4.91K Hold
73
– – ﹤0.01% 819
2016
Q2 		$4.5K Hold
73
– – ﹤0.01% 797
2016
Q1 		$4.17K Buy
+73
New +$4.07K ﹤0.01% 794

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Safety Insurance (SAFT) in Q1 2023, closing a stake of 253 shares — an estimated $21.3K sold.

Sutton Wealth Advisors first reported a position in SAFT in Q1 2016 and held it in 28 quarters. The position peaked at $38.7K in Q2 2020. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Safety Insurance position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 253 Safety Insurance shares in Q1 2023, an estimated $21.3K.
  • Sutton Wealth Advisors first reported a position in Safety Insurance in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Safety Insurance position peaked at $38.7K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

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