AWM
SACH

AE Wealth Management’s Sachem Capital Corp SACH Stock Holding History

AE Wealth Management’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80,266
Closed -$301K – 1818
2023
Q4 		$301K Sell
80,266
-974
-1% -$3.48K ﹤0.01% 1697
2023
Q3 		$287K Buy
81,240
+7,065
+10% +$25.2K ﹤0.01% 1631
2023
Q2 		$259K Sell
74,175
-92
-0.1% -$311 ﹤0.01% 1659
2023
Q1 		$276K Buy
74,267
+3,382
+5% +$12.4K ﹤0.01% 1595
2022
Q4 		$234K Sell
70,885
-44,320
-38% -$160K ﹤0.01% 1612
2022
Q3 		$384K Buy
115,205
+5,728
+5% +$25.6K ﹤0.01% 1375
2022
Q2 		$447K Buy
109,477
+52,424
+92% +$246K ﹤0.01% 1261
2022
Q1 		$292K Buy
+57,053
New +$303K ﹤0.01% 1428

Other funds holding SACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's SACH Position: Q1 2024 in Review

AE Wealth Management sold out of Sachem Capital Corp (SACH) in Q1 2024, closing a stake of 80,266 shares — an estimated $301K sold.

AE Wealth Management first reported a position in SACH in Q1 2022 and held it in 8 quarters. The position peaked at $447K in Q2 2022. 89 funds tracked by Wall St. Rank hold SACH as of Q1 2024.

  • AE Wealth Management reported no remaining Sachem Capital Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 80,266 Sachem Capital Corp shares in Q1 2024, an estimated $301K.
  • AE Wealth Management first reported a position in Sachem Capital Corp in Q1 2022 and held it in 8 quarters.
  • AE Wealth Management's Sachem Capital Corp position peaked at $447K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.