V Wealth Advisors’s Safehold SAFE Stock Holding History

V 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	-1,874	Closed	-$89.3K	–	395
2022 Q4	$89.3K	Sell	1,874 -532	-22%	-$25.6K	0.02%	358
2022 Q3	$108K	Buy	+2,406	New	+$167K	0.02%	363

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

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

V Wealth Advisors sold out of Safehold (SAFE) in Q1 2023, closing a stake of 1,874 shares — an estimated $89.3K sold.

V Wealth Advisors first reported a position in SAFE in Q3 2022 and held it in 2 quarters. The position peaked at $108K in Q3 2022. 166 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

V Wealth Advisors reported no remaining Safehold position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 1,874 Safehold shares in Q1 2023, an estimated $89.3K.
V Wealth Advisors first reported a position in Safehold in Q3 2022 and held it in 2 quarters.
V Wealth Advisors's Safehold position peaked at $108K in Q3 2022.
166 funds tracked by Wall St. Rank held Safehold as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.