Financial Engines Advisors
SACH

Financial Engines Advisors’s Sachem Capital Corp SACH Stock Holding History

Financial Engines 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
2024
Q1 		– Sell
-13,000
Closed -$50K – 353
2023
Q4 		$50K Buy
+13,000
New +$46.4K ﹤0.01% 315

Other funds holding SACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors's SACH Position: Q1 2024 in Review

Financial Engines Advisors sold out of Sachem Capital Corp (SACH) in Q1 2024, closing a stake of 13,000 shares — an estimated $50K sold.

Financial Engines Advisors first reported a position in SACH in Q4 2023 and held it in 1 quarter. The position peaked at $50K in Q4 2023. 89 funds tracked by Wall St. Rank hold SACH as of Q1 2024.

  • Financial Engines Advisors reported no remaining Sachem Capital Corp position as of Q1 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 13,000 Sachem Capital Corp shares in Q1 2024, an estimated $50K.
  • Financial Engines Advisors first reported a position in Sachem Capital Corp in Q4 2023 and held it in 1 quarter.
  • Financial Engines Advisors's Sachem Capital Corp position peaked at $50K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2024.

Based on Financial Engines Advisors's 13F filing for Q1 2024, filed 13 May 2024.