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SYSTM Wealth Solutions’s Belden BDC Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-83
Closed -$7.76K – 691
2024
Q1 		$7.76K Sell
83
-2,865
-97% -$233K ﹤0.01% 795
2023
Q4 		$228K Sell
2,948
-654
-18% -$48.6K 0.03% 363
2023
Q3 		$348K Sell
3,602
-260
-7% -$24.3K 0.05% 336
2023
Q2 		$369K Sell
3,862
-54
-1% -$4.63K 0.05% 360
2023
Q1 		$340K Sell
3,916
-60
-2% -$4.98K 0.05% 363
2022
Q4 		$286K Buy
+3,976
New +$289K 0.04% 448

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SYSTM Wealth Solutions's BDC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Belden (BDC) in Q2 2024, closing a stake of 83 shares — an estimated $7.76K sold.

SYSTM Wealth Solutions first reported a position in BDC in Q4 2022 and held it in 6 quarters. The position peaked at $369K in Q2 2023. 293 funds tracked by Wall St. Rank hold BDC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Belden position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 83 Belden shares in Q2 2024, an estimated $7.76K.
  • SYSTM Wealth Solutions first reported a position in Belden in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Belden position peaked at $369K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Belden as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.