GW Henssler & Associates’s Belden BDC Stock Holding History

GW Henssler & Associates’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	-2,333	Closed	-$225K	–	170
2023 Q3	$225K	Buy	+2,333	New	+$218K	0.02%	160

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

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

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

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

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

GW Henssler & Associates's BDC Position: Q4 2023 in Review

GW Henssler & Associates sold out of Belden (BDC) in Q4 2023, closing a stake of 2,333 shares — an estimated $225K sold.

GW Henssler & Associates first reported a position in BDC in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

GW Henssler & Associates reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
GW Henssler & Associates sold 2,333 Belden shares in Q4 2023, an estimated $225K.
GW Henssler & Associates first reported a position in Belden in Q3 2023 and held it in 1 quarter.
GW Henssler & Associates's Belden position peaked at $225K in Q3 2023.
286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on GW Henssler & Associates's 13F filing for Q4 2023, filed 26 Jan 2024.