TCI Wealth Advisors’s Belden BDC Stock Holding History

TCI 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 Q2	–	Sell	-289	Closed	-$25.1K	–	425
2023 Q1	$25.1K	Hold	289	–	–	﹤0.01%	626
2022 Q4	$20.8K	Buy	289 +100	+53%	+$7.26K	﹤0.01%	688
2022 Q3	$11K	Buy	189 +3	+2%	+$191	﹤0.01%	950
2022 Q2	$10K	Buy	186 +62	+50%	+$3.32K	﹤0.01%	990
2022 Q1	$7K	Hold	124	–	–	﹤0.01%	1296
2021 Q4	$8K	Hold	124	–	–	﹤0.01%	1300
2021 Q3	$7K	Buy	124 +74	+148%	+$3.97K	﹤0.01%	1333
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	1707
2021 Q1	$2K	Buy	+50	New	+$2.27K	﹤0.01%	1674

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

TCI Wealth Advisors's BDC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Belden (BDC) in Q2 2023, closing a stake of 289 shares — an estimated $25.1K sold.

TCI Wealth Advisors first reported a position in BDC in Q1 2021 and held it in 9 quarters. The position peaked at $25.1K in Q1 2023. 320 funds tracked by Wall St. Rank hold BDC as of Q2 2023.

TCI Wealth Advisors reported no remaining Belden position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 289 Belden shares in Q2 2023, an estimated $25.1K.
TCI Wealth Advisors first reported a position in Belden in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Belden position peaked at $25.1K in Q1 2023.
320 funds tracked by Wall St. Rank held Belden as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.