BRWA
SACH

B. Riley Wealth Advisors’s Sachem Capital Corp SACH Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-13,161
Closed -$34.1K – 1412
2024
Q2 		$34.1K Buy
13,161
+1,557
+13% +$4.82K ﹤0.01% 1357
2024
Q1 		$41K Sell
11,604
-811
-7% -$3.12K ﹤0.01% 1406
2023
Q4 		$47.8K Buy
12,415
+811
+7% +$2.9K ﹤0.01% 1352
2023
Q3 		$41K Buy
+11,604
New +$41.3K ﹤0.01% 1406
2023
Q2 		– Sell
-18,742
Closed -$69.7K – 1627
2023
Q1 		$69.7K Sell
18,742
-664
-3% -$2.44K ﹤0.01% 1419
2022
Q4 		$66.6K Buy
19,406
+6,957
+56% +$25.1K ﹤0.01% 1395
2022
Q3 		$42K Buy
+12,449
New +$55.7K ﹤0.01% 1390

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's SACH Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Sachem Capital Corp (SACH) in Q3 2024, closing a stake of 13,161 shares — an estimated $34.1K sold.

B. Riley Wealth Advisors first reported a position in SACH in Q3 2022 and held it in 7 quarters. The position peaked at $69.7K in Q1 2023. 62 funds tracked by Wall St. Rank hold SACH as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Sachem Capital Corp position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,161 Sachem Capital Corp shares in Q3 2024, an estimated $34.1K.
  • B. Riley Wealth Advisors first reported a position in Sachem Capital Corp in Q3 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Sachem Capital Corp position peaked at $69.7K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.