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Byrne Asset Management’s Coda Octopus Group CODA Stock Holding History

Byrne Asset Management’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,100
Closed -$23.9K – 268
2023
Q4 		$24.6K Buy
+4,100
New +$25.5K 0.02% 262
2023
Q2 		– Sell
-1,400
Closed -$10K – 592
2023
Q1 		$10K Sell
1,400
-380
-21% -$2.73K 0.01% 382
2022
Q4 		$12.2K Sell
1,780
-4,380
-71% -$27.7K 0.01% 362
2022
Q3 		$33K Buy
+6,160
New +$30.9K 0.03% 237

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Byrne Asset Management's CODA Position: Q1 2024 in Review

Byrne Asset Management sold out of Coda Octopus Group (CODA) in Q1 2024, closing a stake of 4,100 shares — an estimated $23.9K sold.

Byrne Asset Management first reported a position in CODA in Q3 2022 and held it in 4 quarters. The position peaked at $33K in Q3 2022. 27 funds tracked by Wall St. Rank hold CODA as of Q1 2024.

  • Byrne Asset Management reported no remaining Coda Octopus Group position as of Q1 2024 after selling out during the quarter.
  • Byrne Asset Management sold 4,100 Coda Octopus Group shares in Q1 2024, an estimated $23.9K.
  • Byrne Asset Management first reported a position in Coda Octopus Group in Q3 2022 and held it in 4 quarters.
  • Byrne Asset Management's Coda Octopus Group position peaked at $33K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.