Raymond James Financial Services Advisors’s Belden BDC Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.2M	Buy	10,242 +7,982	+353%	+$800K	﹤0.01%	2042
2024 Q2	$212K	Hold	2,260	–	–	﹤0.01%	3087
2024 Q1	$209K	Buy	+2,260	New	+$184K	﹤0.01%	3070
2023 Q1	–	Sell	-2,805	Closed	-$202K	–	3266
2022 Q4	$202K	Buy	+2,805	New	+$204K	﹤0.01%	2862
2019 Q4	–	Sell	-3,840	Closed	-$205K	–	2861
2019 Q3	$205K	Buy	+3,840	New	+$193K	﹤0.01%	2490

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Raymond James Financial Services Advisors's BDC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Belden (BDC) stake by 353% in Q3 2024, buying an estimated $800K and bringing the position to 10,242 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Raymond James Financial Services Advisors first reported a position in BDC in Q3 2019 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold BDC as of Q3 2024.

Raymond James Financial Services Advisors held 10,242 shares of Belden worth $1.2M as of Q3 2024.
Raymond James Financial Services Advisors bought 7,982 Belden shares in Q3 2024, an estimated $800K.
Belden made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2042 holding.
Raymond James Financial Services Advisors first reported a position in Belden in Q3 2019 and has held it in 5 quarters since.
308 funds tracked by Wall St. Rank held Belden as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.