SIC
SOFO

Salem Investment Counselors’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Salem Investment Counselors’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,020
Closed -$22K – 1152
2022
Q3 		$22K Hold
18,020
– – ﹤0.01% 631
2022
Q2 		$33K Hold
18,020
– – ﹤0.01% 580
2022
Q1 		$56K Buy
+18,020
New +$59.2K ﹤0.01% 493

Other funds holding SOFO

RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salem Investment Counselors's SOFO Position: Q4 2022 in Review

Salem Investment Counselors sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q4 2022, closing a stake of 18,020 shares — an estimated $22K sold.

Salem Investment Counselors first reported a position in SOFO in Q1 2022 and held it in 3 quarters. The position peaked at $56K in Q1 2022. 11 funds tracked by Wall St. Rank hold SOFO as of Q4 2022.

  • Salem Investment Counselors reported no remaining Sonic Foundry, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 18,020 Sonic Foundry, Inc. Common Stock shares in Q4 2022, an estimated $22K.
  • Salem Investment Counselors first reported a position in Sonic Foundry, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Salem Investment Counselors's Sonic Foundry, Inc. Common Stock position peaked at $56K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.