SBIA
SACH

Sheaff Brock Investment Advisors’s Sachem Capital Corp SACH Stock Holding History

Sheaff Brock Investment 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
-11,810
Closed -$52.7K – 511
2024
Q1 		$52.7K Buy
11,810
+81
+0.7% +$312 ﹤0.01% 495
2023
Q4 		$43.9K Buy
11,729
+85
+0.7% +$304 ﹤0.01% 471
2023
Q3 		$41.1K Buy
11,644
+99
+0.9% +$353 ﹤0.01% 451
2023
Q2 		$40.3K Buy
11,545
+93
+0.8% +$314 ﹤0.01% 480
2023
Q1 		$42.6K Buy
+11,452
New +$42.1K ﹤0.01% 505

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

Sheaff Brock Investment Advisors's SACH Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Sachem Capital Corp (SACH) in Q2 2024, closing a stake of 11,810 shares — an estimated $52.7K sold.

Sheaff Brock Investment Advisors first reported a position in SACH in Q1 2023 and held it in 5 quarters. The position peaked at $52.7K in Q1 2024. 59 funds tracked by Wall St. Rank hold SACH as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Sachem Capital Corp position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,810 Sachem Capital Corp shares in Q2 2024, an estimated $52.7K.
  • Sheaff Brock Investment Advisors first reported a position in Sachem Capital Corp in Q1 2023 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Sachem Capital Corp position peaked at $52.7K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.