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FDx Advisors’s Belden BDC Stock Holding History

FDx 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
Q4 		– Sell
-2,923
Closed -$282K – 675
2023
Q3 		$282K Sell
2,923
-1,584
-35% -$148K 0.02% 495
2023
Q2 		$431K Sell
4,507
-220
-5% -$18.8K 0.02% 489
2023
Q1 		$340K Hold
4,727
– – 0.01% 524
2022
Q4 		$340K Buy
4,727
+63
+1% +$4.57K 0.01% 524
2022
Q3 		$280K Sell
4,664
-354
-7% -$22.5K 0.01% 573
2022
Q2 		$267K Buy
+5,018
New +$269K 0.01% 667
2022
Q1 		– Sell
-4,701
Closed -$309K – 841
2021
Q4 		$309K Buy
4,701
+6
+0.1% +$376 0.01% 684
2021
Q3 		$274K Buy
4,695
+29
+0.6% +$1.55K 0.01% 692
2021
Q2 		$236K Buy
+4,666
New +$228K 0.01% 730
2020
Q1 		– Sell
-5,735
Closed -$315K – 525
2019
Q4 		$315K Sell
5,735
-336
-6% -$17.9K 0.02% 474
2019
Q3 		$324K Buy
6,071
+2,454
+68% +$123K 0.02% 461
2019
Q2 		$215K Buy
+3,617
New +$208K 0.01% 750
2018
Q4 		– Sell
-5,105
Closed -$365K – 568
2018
Q3 		$365K Sell
5,105
-22,248
-81% -$1.53M 0.01% 627
2018
Q2 		$1.67M Buy
27,353
+23,491
+608% +$1.44M 0.06% 262
2018
Q1 		$266K Sell
3,862
-792
-17% -$60.8K 0.01% 1028
2017
Q4 		$359K Buy
4,654
+863
+23% +$71.3K 0.01% 937
2017
Q3 		$305K Buy
+3,791
New +$286K 0.01% 1033
2015
Q2 		– Sell
-2,300
Closed -$214K – 968
2015
Q1 		$214K Buy
+2,300
New +$198K ﹤0.01% 1409
2014
Q3 		– Sell
-3,019
Closed -$236K – 949
2014
Q2 		$236K Buy
+3,019
New +$222K 0.02% 886

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

FDx Advisors's BDC Position: Q4 2023 in Review

FDx Advisors sold out of Belden (BDC) in Q4 2023, closing a stake of 2,923 shares — an estimated $282K sold.

FDx Advisors first reported a position in BDC in Q2 2014 and held it in 19 quarters. The position peaked at $1.67M in Q2 2018. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • FDx Advisors reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • FDx Advisors sold 2,923 Belden shares in Q4 2023, an estimated $282K.
  • FDx Advisors first reported a position in Belden in Q2 2014 and held it in 19 quarters.
  • FDx Advisors's Belden position peaked at $1.67M in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.