TCWA
SAFE

Ten Capital Wealth Advisors’s Safehold SAFE Stock Holding History

Ten Capital 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
Q2 		– Sell
-23
Closed -$621 – 446
2023
Q1 		$621 Buy
23
+7
+44% +$351 ﹤0.01% 496
2022
Q4 		$763 Sell
16
-5
-24% -$241 ﹤0.01% 501
2022
Q3 		$1K Hold
21
– – ﹤0.01% 528
2022
Q2 		$1K Hold
21
– – ﹤0.01% 435
2022
Q1 		$2K Hold
21
– – ﹤0.01% 429
2021
Q4 		$3K Hold
21
– – ﹤0.01% 400
2021
Q3 		$3K Buy
+21
New +$2.53K ﹤0.01% 350

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return

Ten Capital Wealth Advisors's SAFE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Safehold (SAFE) in Q2 2023, closing a stake of 23 shares — an estimated $621 sold.

Ten Capital Wealth Advisors first reported a position in SAFE in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 168 funds tracked by Wall St. Rank hold SAFE as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Safehold position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 23 Safehold shares in Q2 2023, an estimated $621.
  • Ten Capital Wealth Advisors first reported a position in Safehold in Q3 2021 and held it in 7 quarters.
  • Ten Capital Wealth Advisors's Safehold position peaked at $3K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Safehold as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.