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Plante Moran Financial Advisors’s Belden BDC Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-306
Closed -$14K – 953
2021
Q1 		$14K Buy
+306
New +$13.9K ﹤0.01% 594

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's BDC Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Belden (BDC) in Q2 2021, closing a stake of 306 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in BDC in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 186 funds tracked by Wall St. Rank hold BDC as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Belden position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 306 Belden shares in Q2 2021, an estimated $14K.
  • Plante Moran Financial Advisors first reported a position in Belden in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Belden position peaked at $14K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Belden as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.