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Affinity Investment Advisors’s Belden BDC Stock Holding History

Affinity Investment Advisors’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
-5,355
Closed -$414K – 134
2023
Q4 		$414K Sell
5,355
-3,830
-42% -$285K 0.28% 114
2023
Q3 		$887K Sell
9,185
-527
-5% -$49.2K 0.57% 55
2023
Q2 		$929K Sell
9,712
-2,106
-18% -$180K 0.54% 55
2023
Q1 		$1.03M Sell
11,818
-500
-4% -$41.5K 0.55% 64
2022
Q4 		$886K Sell
12,318
-838
-6% -$60.8K 0.41% 85
2022
Q3 		$790K Sell
13,156
-1,910
-13% -$121K 0.41% 86
2022
Q2 		$803K Hold
15,066
– – 0.39% 81
2022
Q1 		$835K Hold
15,066
– – 0.34% 106
2021
Q4 		$990K Buy
+15,066
New +$945K 0.4% 91

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

Affinity Investment Advisors's BDC Position: Q1 2024 in Review

Affinity Investment Advisors sold out of Belden (BDC) in Q1 2024, closing a stake of 5,355 shares — an estimated $414K sold.

Affinity Investment Advisors first reported a position in BDC in Q4 2021 and held it in 9 quarters. The position peaked at $1.03M in Q1 2023. 281 funds tracked by Wall St. Rank hold BDC as of Q1 2024.

  • Affinity Investment Advisors reported no remaining Belden position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 5,355 Belden shares in Q1 2024, an estimated $414K.
  • Affinity Investment Advisors first reported a position in Belden in Q4 2021 and held it in 9 quarters.
  • Affinity Investment Advisors's Belden position peaked at $1.03M in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Belden as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.