WP
SFE

WealthPLAN Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

WealthPLAN Partners’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$53 – 1244
2023
Q2 		$53 Hold
32
– – ﹤0.01% 1243
2023
Q1 		$55 Buy
+32
New +$88 ﹤0.01% 1301

Other funds holding SFE

CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's SFE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2023, closing a stake of 32 shares — an estimated $53 sold.

WealthPLAN Partners first reported a position in SFE in Q1 2023 and held it in 2 quarters. The position peaked at $55 in Q1 2023. 41 funds tracked by Wall St. Rank hold SFE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Safeguard Scientifics, Inc. position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 32 Safeguard Scientifics, Inc. shares in Q3 2023, an estimated $53.
  • WealthPLAN Partners first reported a position in Safeguard Scientifics, Inc. in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Safeguard Scientifics, Inc. position peaked at $55 in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.