Fortem Financial Group’s Belden BDC Stock Holding History

Fortem Financial Group’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
2021 Q1	–	Sell	-938	Closed	-$39K	–	189
2020 Q4	$39K	Buy	+938	New	+$34.7K	0.02%	256

Other funds holding BDC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortem Financial Group's BDC Position: Q1 2021 in Review

Fortem Financial Group sold out of Belden (BDC) in Q1 2021, closing a stake of 938 shares — an estimated $39K sold.

Fortem Financial Group first reported a position in BDC in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 184 funds tracked by Wall St. Rank hold BDC as of Q1 2021.

Fortem Financial Group reported no remaining Belden position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 938 Belden shares in Q1 2021, an estimated $39K.
Fortem Financial Group first reported a position in Belden in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Belden position peaked at $39K in Q4 2020.
184 funds tracked by Wall St. Rank held Belden as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.