TWA
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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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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 $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return