Wipfli Financial Advisors’s Safety Insurance SAFT Stock Holding History

Wipfli Financial Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3K	Buy	+40	New	+$3.61K	﹤0.01%	2232

Other funds holding SAFT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Safety Insurance (SAFT) in Q3 2022: 40 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings.

175 funds tracked by Wall St. Rank hold SAFT as of Q3 2022.

Wipfli Financial Advisors held 40 shares of Safety Insurance worth $3K as of Q3 2022.
Safety Insurance was a new Wipfli Financial Advisors position in Q3 2022.
Safety Insurance made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2232 holding.
175 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2022.

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