Spire Wealth Management’s Belden BDC Stock Holding History

Spire Wealth Management’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
2022 Q1	–	Sell	-22	Closed	-$1K	–	2537
2021 Q4	$1K	Buy	+22	New	+$1.38K	﹤0.01%	2848

Other funds holding BDC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Spire Wealth Management's BDC Position: Q1 2022 in Review

Spire Wealth Management sold out of Belden (BDC) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in BDC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 244 funds tracked by Wall St. Rank hold BDC as of Q1 2022.

Spire Wealth Management reported no remaining Belden position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 22 Belden shares in Q1 2022, an estimated $1K.
Spire Wealth Management first reported a position in Belden in Q4 2021 and held it in 1 quarter.
Spire Wealth Management's Belden position peaked at $1K in Q4 2021.
244 funds tracked by Wall St. Rank held Belden as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.