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Carolinas Wealth Consulting’s Belden BDC Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-5
Closed -$362 – 1048
2023
Q4 		$362 Hold
5
– – ﹤0.01% 959
2023
Q3 		$332 Hold
5
– – ﹤0.01% 975
2023
Q2 		$448 Sell
5
-1
-17% -$86 ﹤0.01% 1011
2023
Q1 		$521 Hold
6
– – ﹤0.01% 986
2022
Q4 		$431 Buy
+6
New +$435 ﹤0.01% 1017

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Carolinas Wealth Consulting's BDC Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Belden (BDC) in Q1 2024, closing a stake of 5 shares — an estimated $362 sold.

Carolinas Wealth Consulting first reported a position in BDC in Q4 2022 and held it in 5 quarters. The position peaked at $521 in Q1 2023. 281 funds tracked by Wall St. Rank hold BDC as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Belden position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Belden shares in Q1 2024, an estimated $362.
  • Carolinas Wealth Consulting first reported a position in Belden in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Belden position peaked at $521 in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Belden as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.