CAL
SACH

Capital Advisors Ltd’s Sachem Capital Corp SACH Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-65
Closed – – 1612
2024
Q1 		$0 Hold
65
– – ﹤0.01% 1522
2023
Q4 		$0 Hold
65
– – ﹤0.01% 1461
2023
Q3 		$0 Hold
65
– – ﹤0.01% 1455
2023
Q2 		$0 Buy
+65
New +$220 ﹤0.01% 1514

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DWG
Darden Wealth Group Ann Arbor, Michigan $196M AUM 48.82% 1-Year Est. Return

Capital Advisors Ltd's SACH Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Sachem Capital Corp (SACH) in Q2 2024, closing a stake of 65 shares.

Capital Advisors Ltd first reported a position in SACH in Q2 2023 and held it in 4 quarters. The position peaked at $0 in Q1 2024. 59 funds tracked by Wall St. Rank hold SACH as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Sachem Capital Corp position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 65 Sachem Capital Corp shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Sachem Capital Corp in Q2 2023 and held it in 4 quarters.
  • Capital Advisors Ltd's Sachem Capital Corp position peaked at $0 in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.