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Salem Investment Counselors’s Barron's 400 ETF BFOR Stock Holding History

Salem Investment Counselors’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,980
Closed -$32.8K – 1193
2024
Q2 		$32.8K Hold
1,980
– – ﹤0.01% 646
2024
Q1 		$33.6K Hold
1,980
– – ﹤0.01% 634
2023
Q4 		$30.8K Hold
1,980
– – ﹤0.01% 636
2023
Q3 		$27.9K Hold
1,980
– – ﹤0.01% 629
2023
Q2 		$28.3K Hold
1,980
– – ﹤0.01% 627
2023
Q1 		$27K Hold
1,980
– – ﹤0.01% 644
2022
Q4 		$26.4K Hold
1,980
– – ﹤0.01% 620
2022
Q3 		$24K Hold
1,980
– – ﹤0.01% 606
2022
Q2 		$25K Hold
1,980
– – ﹤0.01% 627
2022
Q1 		$29K Hold
1,980
– – ﹤0.01% 596
2021
Q4 		$32K Hold
1,980
– – ﹤0.01% 627
2021
Q3 		$29K Hold
1,980
– – ﹤0.01% 577
2021
Q2 		$29K Hold
1,980
– – ﹤0.01% 558
2021
Q1 		$28K Hold
1,980
– – ﹤0.01% 540
2020
Q4 		$25K Hold
1,980
– – ﹤0.01% 541
2020
Q3 		$21K Hold
1,980
– – ﹤0.01% 484
2020
Q2 		$19K Hold
1,980
– – ﹤0.01% 491
2020
Q1 		$15K Hold
1,980
– – ﹤0.01% 477
2019
Q4 		$21K Hold
1,980
– – ﹤0.01% 480
2019
Q3 		$20K Hold
1,980
– – ﹤0.01% 464
2019
Q2 		$20K Buy
+1,980
New +$19.9K ﹤0.01% 481
2017
Q2 		– Sell
-1,980
Closed -$18K – 662
2017
Q1 		$18K Hold
1,980
– – ﹤0.01% 477
2016
Q4 		$17K Buy
+1,980
New +$16.5K ﹤0.01% 452

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

Salem Investment Counselors's BFOR Position: Q3 2024 in Review

Salem Investment Counselors sold out of Barron's 400 ETF (BFOR) in Q3 2024, closing a stake of 1,980 shares — an estimated $32.8K sold.

Salem Investment Counselors first reported a position in BFOR in Q4 2016 and held it in 23 quarters. The position peaked at $33.6K in Q1 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q3 2024.

  • Salem Investment Counselors reported no remaining Barron's 400 ETF position as of Q3 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 1,980 Barron's 400 ETF shares in Q3 2024, an estimated $32.8K.
  • Salem Investment Counselors first reported a position in Barron's 400 ETF in Q4 2016 and held it in 23 quarters.
  • Salem Investment Counselors's Barron's 400 ETF position peaked at $33.6K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.