Level Four Advisory Services
SACH icon

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

MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DWG
Darden Wealth Group Ann Arbor, Michigan $252M AUM 74.16% 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.