Valeo Financial Advisors’s Belden BDC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-38	Closed	-$2K	–	651
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	1774
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	1499
2020 Q3	$1K	Sell	38 -39	-51%	-$1.28K	﹤0.01%	1464
2020 Q2	$3K	Hold	77	–	–	﹤0.01%	1654
2020 Q1	$3K	Hold	77	–	–	﹤0.01%	1399
2019 Q4	$4K	Hold	77	–	–	﹤0.01%	1325
2019 Q3	$4K	Buy	77 +38	+97%	+$1.91K	﹤0.01%	1231
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	1381
2019 Q1	$2K	Sell	39 -26	-40%	-$1.43K	﹤0.01%	1334
2018 Q4	$3K	Sell	65 -23	-26%	-$1.25K	﹤0.01%	1188
2018 Q3	$5K	Hold	88	–	–	﹤0.01%	1174
2018 Q2	$6K	Buy	88 +38	+76%	+$2.33K	﹤0.01%	1072
2018 Q1	$3K	Buy	50 +1	+2%	+$77	﹤0.01%	1239
2017 Q4	$4K	Buy	49 +2	+4%	+$165	﹤0.01%	1054
2017 Q3	$4K	Buy	+47	New	+$3.55K	﹤0.01%	905

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Valeo Financial Advisors's BDC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Belden (BDC) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in BDC in Q3 2017 and held it in 15 quarters. The position peaked at $6K in Q2 2018. 186 funds tracked by Wall St. Rank hold BDC as of Q2 2021.

Valeo Financial Advisors reported no remaining Belden position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 38 Belden shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Belden in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Belden position peaked at $6K in Q2 2018.
186 funds tracked by Wall St. Rank held Belden as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.