Worth Asset Management’s Sachem Capital Corp SACH Stock Holding History

Worth Asset Management’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
2023 Q1	–	Sell	-1,050	Closed	-$3.46K	–	528
2022 Q4	$3.46K	Hold	1,050	–	–	﹤0.01%	390
2022 Q3	$3K	Sell	1,050 -300	-22%	-$1.34K	﹤0.01%	396
2022 Q2	$6K	Hold	1,350	–	–	﹤0.01%	396
2022 Q1	$6K	Buy	+1,350	New	+$7.16K	﹤0.01%	387

Other funds holding SACH

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

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

Worth Asset Management's SACH Position: Q1 2023 in Review

Worth Asset Management sold out of Sachem Capital Corp (SACH) in Q1 2023, closing a stake of 1,050 shares — an estimated $3.46K sold.

Worth Asset Management first reported a position in SACH in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 62 funds tracked by Wall St. Rank hold SACH as of Q1 2023.

Worth Asset Management reported no remaining Sachem Capital Corp position as of Q1 2023 after selling out during the quarter.
Worth Asset Management sold 1,050 Sachem Capital Corp shares in Q1 2023, an estimated $3.46K.
Worth Asset Management first reported a position in Sachem Capital Corp in Q1 2022 and held it in 4 quarters.
Worth Asset Management's Sachem Capital Corp position peaked at $6K in Q2 2022.
62 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.