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Denali Advisors’s Coda Octopus Group CODA Stock Holding History

Denali Advisors’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
2020
Q1 		– Sell
-154
Closed -$1K – 337
2019
Q4 		$1K Hold
154
– – ﹤0.01% 307
2019
Q3 		$1K Hold
154
– – ﹤0.01% 288
2019
Q2 		$2K Buy
+154
New +$2.02K ﹤0.01% 274

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Denali Advisors's CODA Position: Q1 2020 in Review

Denali Advisors sold out of Coda Octopus Group (CODA) in Q1 2020, closing a stake of 154 shares — an estimated $1K sold.

Denali Advisors first reported a position in CODA in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 41 funds tracked by Wall St. Rank hold CODA as of Q1 2020.

  • Denali Advisors reported no remaining Coda Octopus Group position as of Q1 2020 after selling out during the quarter.
  • Denali Advisors sold 154 Coda Octopus Group shares in Q1 2020, an estimated $1K.
  • Denali Advisors first reported a position in Coda Octopus Group in Q2 2019 and held it in 3 quarters.
  • Denali Advisors's Coda Octopus Group position peaked at $2K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2020.

Based on Denali Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.