Salem Investment Counselors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Salem Investment Counselors’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,000	Closed	-$23.9K	–	1153
2023 Q1	$23.9K	Buy	+2,000	New	+$24.6K	﹤0.01%	658

Other funds holding ARDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Salem Investment Counselors's ARDC Position: Q2 2023 in Review

Salem Investment Counselors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q2 2023, closing a stake of 2,000 shares — an estimated $23.9K sold.

Salem Investment Counselors first reported a position in ARDC in Q1 2023 and held it in 1 quarter. The position peaked at $23.9K in Q1 2023. 54 funds tracked by Wall St. Rank hold ARDC as of Q2 2023.

Salem Investment Counselors reported no remaining Are Dynamic Credit Allocation Fund position as of Q2 2023 after selling out during the quarter.
Salem Investment Counselors sold 2,000 Are Dynamic Credit Allocation Fund shares in Q2 2023, an estimated $23.9K.
Salem Investment Counselors first reported a position in Are Dynamic Credit Allocation Fund in Q1 2023 and held it in 1 quarter.
Salem Investment Counselors's Are Dynamic Credit Allocation Fund position peaked at $23.9K in Q1 2023.
54 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.