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Ahrens Investment Partners’s Barings BDC BBDC Stock Holding History

Ahrens Investment Partners’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$5.56K Buy
+700
New +$5.88K ﹤0.01% 744
2022
Q3 		– Sell
-500
Closed -$5K – 225
2022
Q2 		$5K Hold
500
– – ﹤0.01% 754
2022
Q1 		$5K Hold
500
– – ﹤0.01% 846
2021
Q4 		$6K Buy
+500
New +$5.52K ﹤0.01% 835

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ahrens Investment Partners's BBDC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Barings BDC (BBDC) in Q1 2023: 700 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BBDC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BBDC in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 217 funds tracked by Wall St. Rank hold BBDC as of Q1 2023.

  • Ahrens Investment Partners held 700 shares of Barings BDC worth $5.56K as of Q1 2023.
  • Barings BDC was a new Ahrens Investment Partners position in Q1 2023.
  • Barings BDC made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #744 holding.
  • Ahrens Investment Partners first reported a position in Barings BDC in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Barings BDC position peaked at $6K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Barings BDC as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.