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TCI Wealth Advisors’s Safety Insurance SAFT Stock Holding History

TCI 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
-64
Closed -$5.39K – 2617
2022
Q4 		$5.39K Sell
64
-7
-10% -$595 ﹤0.01% 1474
2022
Q3 		$6K Hold
71
– – ﹤0.01% 1371
2022
Q2 		$7K Hold
71
– – ﹤0.01% 1280
2022
Q1 		$6K Hold
71
– – ﹤0.01% 1456
2021
Q4 		$6K Hold
71
– – ﹤0.01% 1569
2021
Q3 		$6K Buy
+71
New +$5.6K ﹤0.01% 1500
2021
Q2 		– Sell
-42
Closed -$4K – 2439
2021
Q1 		$4K Buy
+42
New +$3.38K ﹤0.01% 1414
2020
Q3 		– Sell
-24
Closed -$2K – 1645
2020
Q2 		$2K Buy
+24
New +$1.88K ﹤0.01% 1115

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

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

TCI Wealth Advisors sold out of Safety Insurance (SAFT) in Q1 2023, closing a stake of 64 shares — an estimated $5.39K sold.

TCI Wealth Advisors first reported a position in SAFT in Q2 2020 and held it in 8 quarters. The position peaked at $7K in Q2 2022. 178 funds tracked by Wall St. Rank hold SAFT as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Safety Insurance position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 64 Safety Insurance shares in Q1 2023, an estimated $5.39K.
  • TCI Wealth Advisors first reported a position in Safety Insurance in Q2 2020 and held it in 8 quarters.
  • TCI Wealth Advisors's Safety Insurance position peaked at $7K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2023.

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