LPWM
SACH

Lake Point Wealth Management’s Sachem Capital Corp SACH Stock Holding History

Lake Point Wealth Management’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
2022
Q2 		– Sell
-100
Closed -$1K – 495
2022
Q1 		$1K Hold
100
– – ﹤0.01% 402
2021
Q4 		$1K Hold
100
– – ﹤0.01% 417
2021
Q3 		$1K Hold
100
– – ﹤0.01% 384
2021
Q2 		$1K Buy
+100
New +$521 ﹤0.01% 394

Other funds holding SACH

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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lake Point Wealth Management's SACH Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Sachem Capital Corp (SACH) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in SACH in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 57 funds tracked by Wall St. Rank hold SACH as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Sachem Capital Corp position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Sachem Capital Corp shares in Q2 2022, an estimated $1K.
  • Lake Point Wealth Management first reported a position in Sachem Capital Corp in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Sachem Capital Corp position peaked at $1K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.