WFA
SAFE

Wipfli Financial Advisors’s Safehold SAFE Stock Holding History

Wipfli Financial 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
2022
Q3 		$15K Buy
+342
New +$23.8K ﹤0.01% 1696

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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's SAFE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Safehold (SAFE) in Q3 2022: 342 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

212 funds tracked by Wall St. Rank hold SAFE as of Q3 2022.

  • Wipfli Financial Advisors held 342 shares of Safehold worth $15K as of Q3 2022.
  • Safehold was a new Wipfli Financial Advisors position in Q3 2022.
  • Safehold made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1696 holding.
  • 212 funds tracked by Wall St. Rank held Safehold as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.