BRWA
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B. Riley Wealth Advisors’s Belden BDC Stock Holding History

B. Riley Wealth 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
2023
Q2 		– Sell
-4,548
Closed -$395K – 1545
2023
Q1 		$395K Buy
+4,548
New +$377K 0.01% 922

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Advisors's BDC Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Belden (BDC) in Q2 2023, closing a stake of 4,548 shares — an estimated $395K sold.

B. Riley Wealth Advisors first reported a position in BDC in Q1 2023 and held it in 1 quarter. The position peaked at $395K in Q1 2023. 320 funds tracked by Wall St. Rank hold BDC as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Belden position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,548 Belden shares in Q2 2023, an estimated $395K.
  • B. Riley Wealth Advisors first reported a position in Belden in Q1 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Belden position peaked at $395K in Q1 2023.
  • 320 funds tracked by Wall St. Rank held Belden as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.