Level Four Advisory Services’s Sachem Capital Corp SACH Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-16,700	Closed	-$62.5K	–	873
2024 Q1	$62.5K	Hold	16,700	–	–	﹤0.01%	756
2023 Q4	$62.5K	Hold	16,700	–	–	﹤0.01%	752
2023 Q3	$59K	Hold	16,700	–	–	﹤0.01%	726
2023 Q2	$58.3K	Buy	+16,700	New	+$56.4K	﹤0.01%	782

Other funds holding SACH

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DWG

Darden Wealth Group Ann Arbor, Michigan $196M AUM 48.82% 1-Year Est. Return

Level Four Advisory Services's SACH Position: Q2 2024 in Review

Level Four Advisory Services sold out of Sachem Capital Corp (SACH) in Q2 2024, closing a stake of 16,700 shares — an estimated $62.5K sold.

Level Four Advisory Services first reported a position in SACH in Q2 2023 and held it in 4 quarters. The position peaked at $62.5K in Q1 2024. 59 funds tracked by Wall St. Rank hold SACH as of Q2 2024.

Level Four Advisory Services reported no remaining Sachem Capital Corp position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 16,700 Sachem Capital Corp shares in Q2 2024, an estimated $62.5K.
Level Four Advisory Services first reported a position in Sachem Capital Corp in Q2 2023 and held it in 4 quarters.
Level Four Advisory Services's Sachem Capital Corp position peaked at $62.5K in Q1 2024.
59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.