RWML
SAFE

RAFFA WEALTH MANAGEMENT, LLC’s Safehold SAFE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022
Q4 		– Sell
-11
Closed -$482 – 1144
2022
Q3 		$482 Hold
11
– – ﹤0.01% 1044
2022
Q2 		$713 Hold
11
– – ﹤0.01% 924
2022
Q1 		$1.22K Hold
11
– – ﹤0.01% 802
2021
Q4 		$1.34K Hold
11
– – ﹤0.01% 773
2021
Q3 		$1.3K Hold
11
– – ﹤0.01% 737
2021
Q2 		$1.08K Hold
11
– – ﹤0.01% 807
2021
Q1 		$925 Hold
11
– – ﹤0.01% 853
2020
Q4 		$772 Hold
11
– – ﹤0.01% 794
2020
Q3 		$614 Hold
11
– – ﹤0.01% 772
2020
Q2 		$641 Hold
11
– – ﹤0.01% 769
2020
Q1 		$552 Buy
+11
New +$742 ﹤0.01% 734

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SAFE Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Safehold (SAFE) in Q4 2022, closing a stake of 11 shares — an estimated $482 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SAFE in Q1 2020 and held it in 11 quarters. The position peaked at $1.34K in Q4 2021. 203 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Safehold position as of Q4 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 11 Safehold shares in Q4 2022, an estimated $482.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Safehold in Q1 2020 and held it in 11 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Safehold position peaked at $1.34K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Safehold as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.