Glassman Wealth Services’s Belden BDC Stock Holding History

Glassman Wealth Services’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	-54	Closed	-$4.17K	–	385
2023 Q4	$4.17K	Hold	54	–	–	﹤0.01%	1130
2023 Q3	$5.21K	Hold	54	–	–	﹤0.01%	1058
2023 Q2	$5.17K	Hold	54	–	–	﹤0.01%	989
2023 Q1	$4.69K	Hold	54	–	–	﹤0.01%	1016
2022 Q4	$3.88K	Hold	54	–	–	﹤0.01%	1098
2022 Q3	$3K	Buy	54 +18	+50%	+$1.15K	﹤0.01%	1103
2022 Q2	$2K	Buy	36 +23	+177%	+$1.23K	﹤0.01%	1201
2022 Q1	$1K	Buy	13 +9	+225%	+$518	﹤0.01%	1331
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1636
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1589
2021 Q2	$0	Buy	+4	New	+$196	﹤0.01%	1453
2020 Q1	–	Sell	-6	Closed	–	–	1143
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1187
2019 Q3	$0	Buy	6 +2	+50%	+$100	﹤0.01%	1058
2019 Q2	$0	Buy	+4	New	+$230	﹤0.01%	1082

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

Glassman Wealth Services's BDC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Belden (BDC) in Q1 2024, closing a stake of 54 shares — an estimated $4.17K sold.

Glassman Wealth Services first reported a position in BDC in Q2 2019 and held it in 14 quarters. The position peaked at $5.21K in Q3 2023. 281 funds tracked by Wall St. Rank hold BDC as of Q1 2024.

Glassman Wealth Services reported no remaining Belden position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 54 Belden shares in Q1 2024, an estimated $4.17K.
Glassman Wealth Services first reported a position in Belden in Q2 2019 and held it in 14 quarters.
Glassman Wealth Services's Belden position peaked at $5.21K in Q3 2023.
281 funds tracked by Wall St. Rank held Belden as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.