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Capital Performance Advisors’s Belden BDC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-20
Closed -$2.34K – 456
2024
Q3 		$2.34K Buy
+20
New +$2K ﹤0.01% 1483

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Performance Advisors's BDC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Belden (BDC) in Q4 2024, closing a stake of 20 shares — an estimated $2.34K sold.

Capital Performance Advisors first reported a position in BDC in Q3 2024 and held it in 1 quarter. The position peaked at $2.34K in Q3 2024. 340 funds tracked by Wall St. Rank hold BDC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Belden position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Belden shares in Q4 2024, an estimated $2.34K.
  • Capital Performance Advisors first reported a position in Belden in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Belden position peaked at $2.34K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Belden as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.