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Avior Wealth Management’s Belden BDC Stock Holding History

Avior 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
2025
Q1 		– Sell
-615
Closed -$69.3K – 890
2024
Q4 		$69.3K Sell
615
-7
-1% -$836 ﹤0.01% 1029
2024
Q3 		$72.9K Sell
622
-14
-2% -$1.4K ﹤0.01% 989
2024
Q2 		$59.7K Sell
636
-111
-15% -$10.1K ﹤0.01% 1032
2024
Q1 		$69.2K Buy
+747
New +$60.9K ﹤0.01% 1105

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avior Wealth Management's BDC Position: Q1 2025 in Review

Avior Wealth Management sold out of Belden (BDC) in Q1 2025, closing a stake of 615 shares — an estimated $69.3K sold.

Avior Wealth Management first reported a position in BDC in Q1 2024 and held it in 4 quarters. The position peaked at $72.9K in Q3 2024. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

  • Avior Wealth Management reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 615 Belden shares in Q1 2025, an estimated $69.3K.
  • Avior Wealth Management first reported a position in Belden in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Belden position peaked at $72.9K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.