SIC
USDP

Salem Investment Counselors’s USD PARTNERS LP USDP Stock Holding History

Salem Investment Counselors’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-61,719
Closed -$326K – 1137
2021
Q4 		$326K Hold
61,719
– – 0.01% 315
2021
Q3 		$385K Hold
61,719
– – 0.02% 272
2021
Q2 		$466K Buy
+61,719
New +$388K 0.03% 245

Other funds holding USDP

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Salem Investment Counselors's USDP Position: Q1 2022 in Review

Salem Investment Counselors sold out of USD PARTNERS LP (USDP) in Q1 2022, closing a stake of 61,719 shares — an estimated $326K sold.

Salem Investment Counselors first reported a position in USDP in Q2 2021 and held it in 3 quarters. The position peaked at $466K in Q2 2021. 19 funds tracked by Wall St. Rank hold USDP as of Q1 2022.

  • Salem Investment Counselors reported no remaining USD PARTNERS LP position as of Q1 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 61,719 USD PARTNERS LP shares in Q1 2022, an estimated $326K.
  • Salem Investment Counselors first reported a position in USD PARTNERS LP in Q2 2021 and held it in 3 quarters.
  • Salem Investment Counselors's USD PARTNERS LP position peaked at $466K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.