EWA
SACH

Exencial Wealth Advisors’s Sachem Capital Corp SACH Stock Holding History

Exencial Wealth Advisors’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
2023
Q3 		– Sell
-10,730
Closed -$37.4K – 436
2023
Q2 		$37.4K Buy
+10,730
New +$36.2K ﹤0.01% 426

Other funds holding SACH

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Exencial Wealth Advisors's SACH Position: Q3 2023 in Review

Exencial Wealth Advisors sold out of Sachem Capital Corp (SACH) in Q3 2023, closing a stake of 10,730 shares — an estimated $37.4K sold.

Exencial Wealth Advisors first reported a position in SACH in Q2 2023 and held it in 1 quarter. The position peaked at $37.4K in Q2 2023. 63 funds tracked by Wall St. Rank hold SACH as of Q3 2023.

  • Exencial Wealth Advisors reported no remaining Sachem Capital Corp position as of Q3 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 10,730 Sachem Capital Corp shares in Q3 2023, an estimated $37.4K.
  • Exencial Wealth Advisors first reported a position in Sachem Capital Corp in Q2 2023 and held it in 1 quarter.
  • Exencial Wealth Advisors's Sachem Capital Corp position peaked at $37.4K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q3 2023.

Based on Exencial Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.