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Ignite Planners’s Barings BDC BBDC Stock Holding History

Ignite Planners’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,102
Closed -$99K – 304
2024
Q3 		$99K Hold
10,102
– – 0.02% 302
2024
Q2 		$101K Hold
10,102
– – 0.02% 286
2024
Q1 		$93.2K Sell
10,102
-848
-8% -$7.74K 0.03% 278
2023
Q4 		$96.3K Sell
10,950
-2,506
-19% -$22.3K 0.03% 277
2023
Q3 		$122K Buy
+13,456
New +$116K 0.04% 310

Other funds holding BBDC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ignite Planners's BBDC Position: Q4 2024 in Review

Ignite Planners sold out of Barings BDC (BBDC) in Q4 2024, closing a stake of 10,102 shares — an estimated $99K sold.

Ignite Planners first reported a position in BBDC in Q3 2023 and held it in 5 quarters. The position peaked at $122K in Q3 2023. 198 funds tracked by Wall St. Rank hold BBDC as of Q4 2024.

  • Ignite Planners reported no remaining Barings BDC position as of Q4 2024 after selling out during the quarter.
  • Ignite Planners sold 10,102 Barings BDC shares in Q4 2024, an estimated $99K.
  • Ignite Planners first reported a position in Barings BDC in Q3 2023 and held it in 5 quarters.
  • Ignite Planners's Barings BDC position peaked at $122K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Barings BDC as of Q4 2024.

Based on Ignite Planners's 13F filing for Q4 2024, filed 14 Jan 2025.