RFWA
SAL

RPg Family Wealth Advisory’s Salisbury Bancorp, Inc. SAL Stock Holding History

RPg Family Wealth Advisory’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
2020
Q2 		– Sell
-884
Closed -$13.7K – 293
2020
Q1 		$13.7K Buy
884
+248
+39% +$5.02K 0.01% 223
2019
Q4 		$14.5K Buy
636
+70
+12% +$1.46K 0.01% 238
2019
Q3 		$11.3K Hold
566
– – 0.01% 281
2019
Q2 		$11K Hold
566
– – 0.01% 269
2019
Q1 		$11.7K Buy
+566
New +$11.6K 0.01% 275

Other funds holding SAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

RPg Family Wealth Advisory's SAL Position: Q2 2020 in Review

RPg Family Wealth Advisory sold out of Salisbury Bancorp, Inc. (SAL) in Q2 2020, closing a stake of 884 shares — an estimated $13.7K sold.

RPg Family Wealth Advisory first reported a position in SAL in Q1 2019 and held it in 5 quarters. The position peaked at $14.5K in Q4 2019. 45 funds tracked by Wall St. Rank hold SAL as of Q2 2020.

  • RPg Family Wealth Advisory reported no remaining Salisbury Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 884 Salisbury Bancorp, Inc. shares in Q2 2020, an estimated $13.7K.
  • RPg Family Wealth Advisory first reported a position in Salisbury Bancorp, Inc. in Q1 2019 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Salisbury Bancorp, Inc. position peaked at $14.5K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Salisbury Bancorp, Inc. as of Q2 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.