SPIA
SACH

Steward Partners Investment Advisory’s Sachem Capital Corp SACH Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-2,765
Closed -$9K – 3442
2022
Q3 		$9K Buy
2,765
+79
+3% +$353 ﹤0.01% 2586
2022
Q2 		$11K Sell
2,686
-20,645
-88% -$97K ﹤0.01% 2496
2022
Q1 		$119K Buy
23,331
+6,266
+37% +$33.2K ﹤0.01% 1537
2021
Q4 		$100K Buy
17,065
+14,547
+578% +$83.9K ﹤0.01% 1608
2021
Q3 		$14K Buy
+2,518
New +$12.7K ﹤0.01% 2484

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's SACH Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Sachem Capital Corp (SACH) in Q4 2022, closing a stake of 2,765 shares — an estimated $9K sold.

Steward Partners Investment Advisory first reported a position in SACH in Q3 2021 and held it in 5 quarters. The position peaked at $119K in Q1 2022. 61 funds tracked by Wall St. Rank hold SACH as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Sachem Capital Corp position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,765 Sachem Capital Corp shares in Q4 2022, an estimated $9K.
  • Steward Partners Investment Advisory first reported a position in Sachem Capital Corp in Q3 2021 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Sachem Capital Corp position peaked at $119K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.