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Sowell Financial Services’s Belden BDC Stock Holding History

Sowell Financial Services’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
-168
Closed -$9K – 744
2021
Q1 		$9K Buy
+168
New +$7.64K ﹤0.01% 2353
2019
Q4 		– Sell
-99
Closed -$5K – 2513
2019
Q3 		$5K Buy
+99
New +$4.97K ﹤0.01% 1744

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's BDC Position: Q2 2021 in Review

Sowell Financial Services sold out of Belden (BDC) in Q2 2021, closing a stake of 168 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in BDC in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 186 funds tracked by Wall St. Rank hold BDC as of Q2 2021.

  • Sowell Financial Services reported no remaining Belden position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 168 Belden shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in Belden in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Belden position peaked at $9K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Belden as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.