New Wave Wealth Advisors’s Belden BDC Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-12	Closed	-$1.35K	–	185
2024 Q4	$1.35K	Buy	+12	New	+$1.43K	﹤0.01%	601

Other funds holding BDC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

New Wave Wealth Advisors's BDC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Belden (BDC) in Q1 2025, closing a stake of 12 shares — an estimated $1.35K sold.

New Wave Wealth Advisors first reported a position in BDC in Q4 2024 and held it in 1 quarter. The position peaked at $1.35K in Q4 2024. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

New Wave Wealth Advisors reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 12 Belden shares in Q1 2025, an estimated $1.35K.
New Wave Wealth Advisors first reported a position in Belden in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Belden position peaked at $1.35K in Q4 2024.
338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.