BFA
SACH

Beacon Financial Advisory’s Sachem Capital Corp SACH Stock Holding History

Beacon Financial Advisory’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
Q4 		– Sell
-12,744
Closed -$32.1K – 312
2024
Q3 		$32.1K Buy
12,744
+405
+3% +$1.02K 0.01% 297
2024
Q2 		$32K Buy
12,339
+402
+3% +$1.24K 0.01% 290
2024
Q1 		$53.2K Buy
11,937
+333
+3% +$1.28K 0.03% 239
2023
Q4 		$43.4K Buy
11,604
+347
+3% +$1.24K 0.02% 248
2023
Q3 		$39.7K Buy
11,257
+407
+4% +$1.45K 0.02% 223
2023
Q2 		$37.9K Sell
10,850
-9,218
-46% -$31.1K 0.02% 219
2023
Q1 		$74.7K Sell
20,068
-5,530
-22% -$20.3K 0.05% 204
2022
Q4 		$84.5K Buy
25,598
+870
+4% +$3.14K 0.06% 186
2022
Q3 		$82K Buy
24,728
+697
+3% +$3.12K 0.06% 185
2022
Q2 		$98K Sell
24,031
-4,326
-15% -$20.3K 0.06% 213
2022
Q1 		$145K Buy
28,357
+540
+2% +$2.86K 0.07% 234
2021
Q4 		$162K Buy
27,817
+562
+2% +$3.24K 0.07% 238
2021
Q3 		$149K Buy
27,255
+5,999
+28% +$30.4K 0.08% 227
2021
Q2 		$114K Sell
21,256
-1,464
-6% -$7.62K 0.06% 218
2021
Q1 		$119K Buy
22,720
+620
+3% +$2.85K 0.07% 221
2020
Q4 		$91K Buy
22,100
+621
+3% +$2.56K 0.06% 199
2020
Q3 		$85K Buy
21,479
+689
+3% +$2.38K 0.07% 174
2020
Q2 		$61K Buy
20,790
+10,000
+93% +$25.6K 0.07% 145
2020
Q1 		$18K Buy
10,790
+289
+3% +$1.07K 0.02% 135
2019
Q4 		$45K Buy
+10,501
New +$46.9K 0.04% 161

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
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Beacon Financial Advisory's SACH Position: Q4 2024 in Review

Beacon Financial Advisory sold out of Sachem Capital Corp (SACH) in Q4 2024, closing a stake of 12,744 shares — an estimated $32.1K sold.

Beacon Financial Advisory first reported a position in SACH in Q4 2019 and held it in 20 quarters. The position peaked at $162K in Q4 2021. 55 funds tracked by Wall St. Rank hold SACH as of Q4 2024.

  • Beacon Financial Advisory reported no remaining Sachem Capital Corp position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 12,744 Sachem Capital Corp shares in Q4 2024, an estimated $32.1K.
  • Beacon Financial Advisory first reported a position in Sachem Capital Corp in Q4 2019 and held it in 20 quarters.
  • Beacon Financial Advisory's Sachem Capital Corp position peaked at $162K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q4 2024.

Based on Beacon Financial Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.