CAPTRUST Financial Advisors
SAL

CAPTRUST Financial Advisors’s Salisbury Bancorp, Inc. SAL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SAL Stock Details SAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$1K – 4713
2021
Q1 		$1K Buy
+50
New +$1.03K ﹤0.01% 4272

Other funds holding SAL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAPTRUST Financial Advisors's SAL Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of Salisbury Bancorp, Inc. (SAL) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SAL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 48 funds tracked by Wall St. Rank hold SAL as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining Salisbury Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 50 Salisbury Bancorp, Inc. shares in Q2 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Salisbury Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Salisbury Bancorp, Inc. position peaked at $1K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.