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TFO Wealth Partners’s Belden BDC Stock Holding History

TFO Wealth Partners’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
-3
Closed -$278 – 136
2024
Q1 		$278 Hold
3
– – ﹤0.01% 417
2023
Q4 		$232 Hold
3
– – ﹤0.01% 595
2023
Q3 		$287 Hold
3
– – ﹤0.01% 677
2023
Q2 		$287 Hold
3
– – ﹤0.01% 419
2023
Q1 		$260 Sell
3
-19
-86% -$1.58K ﹤0.01% 412
2022
Q4 		$1.16K Buy
+22
New +$1.6K ﹤0.01% 332

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

TFO Wealth Partners's BDC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Belden (BDC) in Q2 2024, closing a stake of 3 shares — an estimated $278 sold.

TFO Wealth Partners first reported a position in BDC in Q4 2022 and held it in 6 quarters. The position peaked at $1.16K in Q4 2022. 293 funds tracked by Wall St. Rank hold BDC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Belden position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Belden shares in Q2 2024, an estimated $278.
  • TFO Wealth Partners first reported a position in Belden in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Belden position peaked at $1.16K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Belden as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.