Fortis Capital Advisors’s Belden BDC Stock Holding History

Fortis Capital 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 Q2	–	Sell	-1,222	Closed	-$106K	–	159
2023 Q1	$106K	Buy	+1,222	New	+$101K	0.06%	171

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fortis Capital Advisors's BDC Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Belden (BDC) in Q2 2023, closing a stake of 1,222 shares — an estimated $106K sold.

Fortis Capital Advisors first reported a position in BDC in Q1 2023 and held it in 1 quarter. The position peaked at $106K in Q1 2023. 320 funds tracked by Wall St. Rank hold BDC as of Q2 2023.

Fortis Capital Advisors reported no remaining Belden position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 1,222 Belden shares in Q2 2023, an estimated $106K.
Fortis Capital Advisors first reported a position in Belden in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Belden position peaked at $106K in Q1 2023.
320 funds tracked by Wall St. Rank held Belden as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.