BDO Wealth Advisors’s Belden BDC Stock Holding History

BDO 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	$1.15K	Hold	12	–	–	﹤0.01%	897
2023 Q1	$1.04K	Hold	12	–	–	﹤0.01%	960
2022 Q4	$863	Hold	12	–	–	﹤0.01%	912
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	958
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	943
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	963
2021 Q4	$1K	Buy	+12	New	+$753	﹤0.01%	982

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BDO Wealth Advisors's BDC Position: Q2 2023 in Review

BDO Wealth Advisors held its Belden (BDC) position steady in Q2 2023 at 12 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

BDO Wealth Advisors first reported a position in BDC in Q4 2021 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold BDC as of Q2 2023.

BDO Wealth Advisors held 12 shares of Belden worth $1.15K as of Q2 2023.
BDO Wealth Advisors left its Belden share count unchanged in Q2 2023.
Belden made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #897 holding.
BDO Wealth Advisors first reported a position in Belden in Q4 2021 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held Belden as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.