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Harvest Group Wealth Management’s Belden BDC Stock Holding History

Harvest Group Wealth Management’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
-10
Closed – – 104
2020
Q4 		$0 Hold
10
– – ﹤0.01% 650
2020
Q3 		$0 Hold
10
– – ﹤0.01% 596
2020
Q2 		$0 Hold
10
– – ﹤0.01% 502
2020
Q1 		$0 Buy
+10
New +$458 ﹤0.01% 532
2019
Q3 		– Sell
-26
Closed -$1K – 1022
2019
Q2 		$1K Buy
+26
New +$1.49K ﹤0.01% 667

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
T. Rowe Price Associates
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's BDC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Belden (BDC) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in BDC in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 184 funds tracked by Wall St. Rank hold BDC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Belden position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Belden shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Belden in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Belden position peaked at $1K in Q2 2019.
  • 184 funds tracked by Wall St. Rank held Belden as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.