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Advisornet Financial’s Belden BDC Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-13
Closed -$1K – 2091
2023
Q4 		$1K Buy
13
+1
+8% +$74 ﹤0.01% 1880
2023
Q3 		$1.16K Hold
12
– – ﹤0.01% 1768
2023
Q2 		$1.15K Sell
12
-1
-8% -$86 ﹤0.01% 1848
2023
Q1 		$1.13K Buy
13
+1
+8% +$83 ﹤0.01% 1846
2022
Q4 		$863 Buy
+12
New +$871 ﹤0.01% 1880

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Advisornet Financial's BDC Position: Q1 2024 in Review

Advisornet Financial sold out of Belden (BDC) in Q1 2024, closing a stake of 13 shares — an estimated $1K sold.

Advisornet Financial first reported a position in BDC in Q4 2022 and held it in 5 quarters. The position peaked at $1.16K in Q3 2023. 281 funds tracked by Wall St. Rank hold BDC as of Q1 2024.

  • Advisornet Financial reported no remaining Belden position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 13 Belden shares in Q1 2024, an estimated $1K.
  • Advisornet Financial first reported a position in Belden in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Belden position peaked at $1.16K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Belden as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.