Salem Investment Counselors’s Welbilt, Inc. WBT Stock Holding History

Salem Investment Counselors’s Portfolio WBT Stock Details WBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$4K	–	1164
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	923
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	882
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	959
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	896
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	826
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	822
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	768
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	681
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	688
2020 Q1	$1K	Hold	150	–	–	﹤0.01%	659
2019 Q4	$2K	Hold	150	–	–	﹤0.01%	663
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	605
2019 Q2	$3K	Buy	+150	New	+$2.45K	﹤0.01%	627
2018 Q2	–	Sell	-150	Closed	-$3K	–	559
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	500
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	514
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	517
2017 Q2	$3K	Buy	+150	New	+$2.93K	﹤0.01%	559
2017 Q1	–	Sell	-150	Closed	-$2K	–	708
2016 Q4	$2K	Hold	150	–	–	﹤0.01%	640
2016 Q3	$24	Buy	+150	New	+$2.56K	﹤0.01%	481

Other funds holding WBT

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salem Investment Counselors's WBT Position: Q3 2022 in Review

Salem Investment Counselors sold out of Welbilt, Inc. (WBT) in Q3 2022, closing a stake of 150 shares — an estimated $4K sold.

Salem Investment Counselors first reported a position in WBT in Q3 2016 and held it in 19 quarters. The position peaked at $4K in Q2 2022. 3 funds tracked by Wall St. Rank hold WBT as of Q3 2022.

Salem Investment Counselors reported no remaining Welbilt, Inc. position as of Q3 2022 after selling out during the quarter.
Salem Investment Counselors sold 150 Welbilt, Inc. shares in Q3 2022, an estimated $4K.
Salem Investment Counselors first reported a position in Welbilt, Inc. in Q3 2016 and held it in 19 quarters.
Salem Investment Counselors's Welbilt, Inc. position peaked at $4K in Q2 2022.
3 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q3 2022.

Based on Salem Investment Counselors's 13F filing for Q3 2022, filed 9 Nov 2022.