SIC
FIVE icon

Salem Investment Counselors’s Five Below FIVE Stock Holding History

Salem Investment Counselors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$531 – 1228
2024
Q3 		$531 Hold
6
– – ﹤0.01% 1127
2024
Q2 		$654 Hold
6
– – ﹤0.01% 1098
2024
Q1 		$1.09K Buy
+6
New +$1.16K ﹤0.01% 1083

Other funds holding FIVE

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Salem Investment Counselors's FIVE Position: Q4 2024 in Review

Salem Investment Counselors sold out of Five Below (FIVE) in Q4 2024, closing a stake of 6 shares — an estimated $531 sold.

Salem Investment Counselors first reported a position in FIVE in Q1 2024 and held it in 3 quarters. The position peaked at $1.09K in Q1 2024. 423 funds tracked by Wall St. Rank hold FIVE as of Q4 2024.

  • Salem Investment Counselors reported no remaining Five Below position as of Q4 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 6 Five Below shares in Q4 2024, an estimated $531.
  • Salem Investment Counselors first reported a position in Five Below in Q1 2024 and held it in 3 quarters.
  • Salem Investment Counselors's Five Below position peaked at $1.09K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.