SIC
BC icon

Salem Investment Counselors’s Brunswick BC Stock Holding History

Salem Investment Counselors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$3.6K – 1122
2022
Q4 		$3.6K Hold
50
– – ﹤0.01% 909
2022
Q3 		$3K Hold
50
– – ﹤0.01% 901
2022
Q2 		$3K Hold
50
– – ﹤0.01% 926
2022
Q1 		$4K Hold
50
– – ﹤0.01% 859
2021
Q4 		$5K Hold
50
– – ﹤0.01% 918
2021
Q3 		$5K Hold
50
– – ﹤0.01% 843
2021
Q2 		$5K Hold
50
– – ﹤0.01% 786
2021
Q1 		$5K Buy
+50
New +$4.58K ﹤0.01% 751

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Salem Investment Counselors's BC Position: Q1 2023 in Review

Salem Investment Counselors sold out of Brunswick (BC) in Q1 2023, closing a stake of 50 shares — an estimated $3.6K sold.

Salem Investment Counselors first reported a position in BC in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 404 funds tracked by Wall St. Rank hold BC as of Q1 2023.

  • Salem Investment Counselors reported no remaining Brunswick position as of Q1 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 50 Brunswick shares in Q1 2023, an estimated $3.6K.
  • Salem Investment Counselors first reported a position in Brunswick in Q1 2021 and held it in 8 quarters.
  • Salem Investment Counselors's Brunswick position peaked at $5K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Brunswick as of Q1 2023.

Based on Salem Investment Counselors's 13F filing for Q1 2023, filed 11 May 2023.