Commonwealth Equity Services
SACH

Commonwealth Equity Services’s Sachem Capital Corp SACH Stock Holding History

Commonwealth Equity Services’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
-25,926
Closed -$116K – 4147
2024
Q1 		$116K Sell
25,926
-1,297
-5% -$4.99K ﹤0.01% 3766
2023
Q4 		$102K Sell
27,223
-3,565
-12% -$12.7K ﹤0.01% 3669
2023
Q3 		$109K Buy
30,788
+3,320
+12% +$11.8K ﹤0.01% 3554
2023
Q2 		$96K Buy
27,468
+8,237
+43% +$27.8K ﹤0.01% 3577
2023
Q1 		$71 Buy
+19,231
New +$70.8K ﹤0.01% 3542
2022
Q2 		– Sell
-70,680
Closed -$361K – 3782
2022
Q1 		$361K Buy
70,680
+2,519
+4% +$13.4K ﹤0.01% 2802
2021
Q4 		$398K Buy
+68,161
New +$393K ﹤0.01% 2723

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

Commonwealth Equity Services's SACH Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Sachem Capital Corp (SACH) in Q2 2024, closing a stake of 25,926 shares — an estimated $116K sold.

Commonwealth Equity Services first reported a position in SACH in Q4 2021 and held it in 7 quarters. The position peaked at $398K in Q4 2021. 59 funds tracked by Wall St. Rank hold SACH as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Sachem Capital Corp position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 25,926 Sachem Capital Corp shares in Q2 2024, an estimated $116K.
  • Commonwealth Equity Services first reported a position in Sachem Capital Corp in Q4 2021 and held it in 7 quarters.
  • Commonwealth Equity Services's Sachem Capital Corp position peaked at $398K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.