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Koss-Olinger Consulting’s Coda Octopus Group CODA Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-16,319
Closed -$131K – 211
2021
Q4 		$131K Hold
16,319
– – 0.02% 200
2021
Q3 		$146K Hold
16,319
– – 0.02% 215
2021
Q2 		$141K Hold
16,319
– – 0.02% 234
2021
Q1 		$145K Buy
+16,319
New +$122K 0.02% 221

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

Koss-Olinger Consulting's CODA Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of Coda Octopus Group (CODA) in Q1 2022, closing a stake of 16,319 shares — an estimated $131K sold.

Koss-Olinger Consulting first reported a position in CODA in Q1 2021 and held it in 4 quarters. The position peaked at $146K in Q3 2021. 25 funds tracked by Wall St. Rank hold CODA as of Q1 2022.

  • Koss-Olinger Consulting reported no remaining Coda Octopus Group position as of Q1 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 16,319 Coda Octopus Group shares in Q1 2022, an estimated $131K.
  • Koss-Olinger Consulting first reported a position in Coda Octopus Group in Q1 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Coda Octopus Group position peaked at $146K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.