JWCA
SACH

J.W. Cole Advisors’s Sachem Capital Corp SACH Stock Holding History

J.W. Cole 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
Q3 		– Sell
-10,704
Closed -$27.7K – 957
2024
Q2 		$27.7K Buy
+10,704
New +$33.1K ﹤0.01% 885

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J.W. Cole Advisors's SACH Position: Q3 2024 in Review

J.W. Cole Advisors sold out of Sachem Capital Corp (SACH) in Q3 2024, closing a stake of 10,704 shares — an estimated $27.7K sold.

J.W. Cole Advisors first reported a position in SACH in Q2 2024 and held it in 1 quarter. The position peaked at $27.7K in Q2 2024. 62 funds tracked by Wall St. Rank hold SACH as of Q3 2024.

  • J.W. Cole Advisors reported no remaining Sachem Capital Corp position as of Q3 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,704 Sachem Capital Corp shares in Q3 2024, an estimated $27.7K.
  • J.W. Cole Advisors first reported a position in Sachem Capital Corp in Q2 2024 and held it in 1 quarter.
  • J.W. Cole Advisors's Sachem Capital Corp position peaked at $27.7K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q3 2024.

Based on J.W. Cole Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.