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Sutton Wealth Advisors’s Belden BDC Stock Holding History

Sutton 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
2023
Q1 		– Sell
-5
Closed -$360 – 889
2022
Q4 		$360 Hold
5
– – ﹤0.01% 1546
2022
Q3 		$300 Hold
5
– – ﹤0.01% 1529
2022
Q2 		$266 Hold
5
– – ﹤0.01% 1550
2022
Q1 		$277 Buy
+5
New +$288 ﹤0.01% 1551

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sutton Wealth Advisors's BDC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Belden (BDC) in Q1 2023, closing a stake of 5 shares — an estimated $360 sold.

Sutton Wealth Advisors first reported a position in BDC in Q1 2022 and held it in 4 quarters. The position peaked at $360 in Q4 2022. 319 funds tracked by Wall St. Rank hold BDC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Belden position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5 Belden shares in Q1 2023, an estimated $360.
  • Sutton Wealth Advisors first reported a position in Belden in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Belden position peaked at $360 in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Belden as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.