Avantax Advisory Services’s Belden BDC Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-2,127	Closed	-$205K	–	1579
2023 Q3	$205K	Hold	2,127	–	–	﹤0.01%	1418
2023 Q2	$203K	Buy	+2,127	New	+$182K	﹤0.01%	1394

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Avantax Advisory Services's BDC Position: Q4 2023 in Review

Avantax Advisory Services sold out of Belden (BDC) in Q4 2023, closing a stake of 2,127 shares — an estimated $205K sold.

Avantax Advisory Services first reported a position in BDC in Q2 2023 and held it in 2 quarters. The position peaked at $205K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

Avantax Advisory Services reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 2,127 Belden shares in Q4 2023, an estimated $205K.
Avantax Advisory Services first reported a position in Belden in Q2 2023 and held it in 2 quarters.
Avantax Advisory Services's Belden position peaked at $205K in Q3 2023.
286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.