TCI Wealth Advisors’s Safehold Inc. SAFE Stock Holding History

TCI 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	-48	Closed	-$1.37K	–	2702
2022 Q4	$1.37K	Sell	48 -235	-83%	-$6.69K	﹤0.01%	2053
2022 Q3	$7K	Hold	283	–	–	﹤0.01%	1307
2022 Q2	$10K	Buy	283 +248	+709%	+$10.8K	﹤0.01%	1049
2022 Q1	$2K	Sell	35 -23	-40%	-$1.42K	﹤0.01%	2053
2021 Q4	$5K	Buy	58 +13	+29%	+$959	﹤0.01%	1763
2021 Q3	$3K	Buy	+45	New	+$3.82K	﹤0.01%	2086
2021 Q2	–	Sell	-26	Closed	-$2K	–	2559
2021 Q1	$2K	Buy	+26	New	+$1.96K	﹤0.01%	2016
2018 Q4	–	Sell	-195	Closed	-$4K	–	1819
2018 Q3	$4K	Hold	195	–	–	﹤0.01%	888
2018 Q2	$4K	Hold	195	–	–	﹤0.01%	906
2018 Q1	$3K	Buy	+195	New	+$3.34K	﹤0.01%	923

Other funds holding SAFE

LAMC

Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return

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 Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of Safehold Inc. (SAFE) in Q1 2023, closing a stake of 48 shares — an estimated $1.37K sold.

TCI Wealth Advisors first reported a position in SAFE in Q1 2018 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 11 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

TCI Wealth Advisors reported no remaining Safehold Inc. position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 48 Safehold Inc. shares in Q1 2023, an estimated $1.37K.
TCI Wealth Advisors first reported a position in Safehold Inc. in Q1 2018 and held it in 10 quarters.
TCI Wealth Advisors's Safehold Inc. position peaked at $10K in Q2 2022.
11 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.