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Baker Avenue Asset Management’s Belden BDC Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-19
Closed -$1.83K – 487
2023
Q3 		$1.83K Hold
19
– – ﹤0.01% 1150
2023
Q2 		$1.82K Hold
19
– – ﹤0.01% 1010
2023
Q1 		$1.65K Hold
19
– – ﹤0.01% 1037
2022
Q4 		$1.37K Buy
+19
New +$1.38K ﹤0.01% 1016

Other funds holding BDC

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Wellington Management Group
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

Baker Avenue Asset Management's BDC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Belden (BDC) in Q4 2023, closing a stake of 19 shares — an estimated $1.83K sold.

Baker Avenue Asset Management first reported a position in BDC in Q4 2022 and held it in 4 quarters. The position peaked at $1.83K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 19 Belden shares in Q4 2023, an estimated $1.83K.
  • Baker Avenue Asset Management first reported a position in Belden in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Belden position peaked at $1.83K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.