AWM
KBDC

Avior Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Avior Wealth Management’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-123
Closed -$1.99K – 2552
2024
Q3 		$1.99K Buy
+123
New +$1.98K ﹤0.01% 1976

Other funds holding KBDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Avior Wealth Management's KBDC Position: Q4 2024 in Review

Avior Wealth Management sold out of Kayne Anderson BDC (KBDC) in Q4 2024, closing a stake of 123 shares — an estimated $1.99K sold.

Avior Wealth Management first reported a position in KBDC in Q3 2024 and held it in 1 quarter. The position peaked at $1.99K in Q3 2024. 47 funds tracked by Wall St. Rank hold KBDC as of Q4 2024.

  • Avior Wealth Management reported no remaining Kayne Anderson BDC position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 123 Kayne Anderson BDC shares in Q4 2024, an estimated $1.99K.
  • Avior Wealth Management first reported a position in Kayne Anderson BDC in Q3 2024 and held it in 1 quarter.
  • Avior Wealth Management's Kayne Anderson BDC position peaked at $1.99K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.