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FinTrust Capital Advisors’s Coda Octopus Group CODA Stock Holding History

FinTrust Capital 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
2021
Q3 		– Sell
-1,500
Closed -$13K – 1162
2021
Q2 		$13K Buy
+1,500
New +$12.8K ﹤0.01% 856
2019
Q3 		– Sell
-6,000
Closed -$78K – 1055
2019
Q2 		$78K Buy
+6,000
New +$78.9K 0.03% 325

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FinTrust Capital Advisors's CODA Position: Q3 2021 in Review

FinTrust Capital Advisors sold out of Coda Octopus Group (CODA) in Q3 2021, closing a stake of 1,500 shares — an estimated $13K sold.

FinTrust Capital Advisors first reported a position in CODA in Q2 2019 and held it in 2 quarters. The position peaked at $78K in Q2 2019. 24 funds tracked by Wall St. Rank hold CODA as of Q3 2021.

  • FinTrust Capital Advisors reported no remaining Coda Octopus Group position as of Q3 2021 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,500 Coda Octopus Group shares in Q3 2021, an estimated $13K.
  • FinTrust Capital Advisors first reported a position in Coda Octopus Group in Q2 2019 and held it in 2 quarters.
  • FinTrust Capital Advisors's Coda Octopus Group position peaked at $78K in Q2 2019.
  • 24 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2021.

Based on FinTrust Capital Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.