RJFSA
SACH

Raymond James Financial Services Advisors’s Sachem Capital Corp SACH Stock Holding History

Raymond James Financial Services 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
Q2 		– Sell
-13,400
Closed -$59.8K – 3511
2024
Q1 		$59.8K Sell
13,400
-730
-5% -$2.81K ﹤0.01% 3279
2023
Q4 		$52.8K Buy
+14,130
New +$50.5K ﹤0.01% 3192
2023
Q1 		– Sell
-25,903
Closed -$85.5K – 3386
2022
Q4 		$85.5K Buy
25,903
+980
+4% +$3.54K ﹤0.01% 3028
2022
Q3 		$83K Buy
24,923
+5,471
+28% +$24.5K ﹤0.01% 3027
2022
Q2 		$79K Buy
19,452
+1,032
+6% +$4.85K ﹤0.01% 3049
2022
Q1 		$94K Buy
18,420
+112
+0.6% +$594 ﹤0.01% 3124
2021
Q4 		$107K Sell
18,308
-1,231
-6% -$7.1K ﹤0.01% 3111
2021
Q3 		$107K Buy
19,539
+1,876
+11% +$9.5K ﹤0.01% 3109
2021
Q2 		$94K Buy
17,663
+400
+2% +$2.08K ﹤0.01% 3147
2021
Q1 		$90K Sell
17,263
-16,592
-49% -$76.4K ﹤0.01% 3054
2020
Q4 		$141K Buy
33,855
+432
+1% +$1.78K ﹤0.01% 2806
2020
Q3 		$133K Buy
33,423
+14,813
+80% +$51.2K ﹤0.01% 2640
2020
Q2 		$55K Sell
18,610
-28,090
-60% -$72K ﹤0.01% 2707
2020
Q1 		$81K Buy
46,700
+5,026
+12% +$18.6K ﹤0.01% 2265
2019
Q4 		$181K Buy
41,674
+360
+0.9% +$1.61K ﹤0.01% 2598
2019
Q3 		$195K Buy
+41,314
New +$204K ﹤0.01% 2513

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
Mercer Global Advisors
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
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

Raymond James Financial Services Advisors's SACH Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Sachem Capital Corp (SACH) in Q2 2024, closing a stake of 13,400 shares — an estimated $59.8K sold.

Raymond James Financial Services Advisors first reported a position in SACH in Q3 2019 and held it in 16 quarters. The position peaked at $195K in Q3 2019. 59 funds tracked by Wall St. Rank hold SACH as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Sachem Capital Corp position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 13,400 Sachem Capital Corp shares in Q2 2024, an estimated $59.8K.
  • Raymond James Financial Services Advisors first reported a position in Sachem Capital Corp in Q3 2019 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's Sachem Capital Corp position peaked at $195K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.