Envestnet Portfolio Solutions
BDC icon

Envestnet Portfolio Solutions’s Belden BDC Stock Holding History

Envestnet Portfolio Solutions’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
-2,207
Closed -$213K – 1535
2023
Q3 		$213K Buy
+2,207
New +$206K ﹤0.01% 1408

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
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

Envestnet Portfolio Solutions's BDC Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Belden (BDC) in Q4 2023, closing a stake of 2,207 shares — an estimated $213K sold.

Envestnet Portfolio Solutions first reported a position in BDC in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,207 Belden shares in Q4 2023, an estimated $213K.
  • Envestnet Portfolio Solutions first reported a position in Belden in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Belden position peaked at $213K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.