AE Wealth Management’s Belden BDC Stock Holding History

AE 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
2023 Q2	–	Sell	-8,133	Closed	-$706K	–	1905
2023 Q1	$706K	Buy	+8,133	New	+$675K	﹤0.01%	1194

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AE Wealth Management's BDC Position: Q2 2023 in Review

AE Wealth Management sold out of Belden (BDC) in Q2 2023, closing a stake of 8,133 shares — an estimated $706K sold.

AE Wealth Management first reported a position in BDC in Q1 2023 and held it in 1 quarter. The position peaked at $706K in Q1 2023. 320 funds tracked by Wall St. Rank hold BDC as of Q2 2023.

AE Wealth Management reported no remaining Belden position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 8,133 Belden shares in Q2 2023, an estimated $706K.
AE Wealth Management first reported a position in Belden in Q1 2023 and held it in 1 quarter.
AE Wealth Management's Belden position peaked at $706K in Q1 2023.
320 funds tracked by Wall St. Rank held Belden as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.