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Herold Advisors’s Coda Octopus Group CODA Stock Holding History

Herold 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
2022
Q2 		– Sell
-358
Closed -$2.35K – 275
2022
Q1 		$2.35K Buy
+358
New +$2.37K ﹤0.01% 703
2021
Q4 		– Sell
-358
Closed -$3K – 277
2021
Q3 		$3K Buy
+358
New +$3.19K ﹤0.01% 685

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herold Advisors's CODA Position: Q2 2022 in Review

Herold Advisors sold out of Coda Octopus Group (CODA) in Q2 2022, closing a stake of 358 shares — an estimated $2.35K sold.

Herold Advisors first reported a position in CODA in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 26 funds tracked by Wall St. Rank hold CODA as of Q2 2022.

  • Herold Advisors reported no remaining Coda Octopus Group position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 358 Coda Octopus Group shares in Q2 2022, an estimated $2.35K.
  • Herold Advisors first reported a position in Coda Octopus Group in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Coda Octopus Group position peaked at $3K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.