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Accel Wealth Management’s Belden BDC Stock Holding History

Accel Wealth Management’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-200
Closed -$11K – 1023
2022
Q1 		$11K Hold
200
– – 0.01% 687
2021
Q4 		$13K Buy
+200
New +$12.5K 0.01% 650
2021
Q3 		– Sell
-200
Closed -$10K – 828
2021
Q2 		$10K Buy
+200
New +$9.78K 0.01% 688

Other funds holding BDC

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's BDC Position: Q2 2022 in Review

Accel Wealth Management sold out of Belden (BDC) in Q2 2022, closing a stake of 200 shares — an estimated $11K sold.

Accel Wealth Management first reported a position in BDC in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 230 funds tracked by Wall St. Rank hold BDC as of Q2 2022.

  • Accel Wealth Management reported no remaining Belden position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 200 Belden shares in Q2 2022, an estimated $11K.
  • Accel Wealth Management first reported a position in Belden in Q2 2021 and held it in 3 quarters.
  • Accel Wealth Management's Belden position peaked at $13K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Belden as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.