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Virtue Capital Management’s Belden BDC Stock Holding History

Virtue Capital Management’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
Q4 		– Sell
-7,767
Closed -$742K – 364
2023
Q3 		$742K Hold
7,767
– – 0.13% 153
2023
Q2 		$742K Sell
7,767
-616
-7% -$52.8K 0.13% 153
2023
Q1 		$648K Sell
8,383
-367
-4% -$30.4K 0.11% 161
2022
Q4 		$629K Buy
+8,750
New +$635K 0.1% 158

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Virtue Capital Management's BDC Position: Q4 2023 in Review

Virtue Capital Management sold out of Belden (BDC) in Q4 2023, closing a stake of 7,767 shares — an estimated $742K sold.

Virtue Capital Management first reported a position in BDC in Q4 2022 and held it in 4 quarters. The position peaked at $742K in Q3 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • Virtue Capital Management reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • Virtue Capital Management sold 7,767 Belden shares in Q4 2023, an estimated $742K.
  • Virtue Capital Management first reported a position in Belden in Q4 2022 and held it in 4 quarters.
  • Virtue Capital Management's Belden position peaked at $742K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Virtue Capital Management's 13F filing for Q4 2023, filed 15 Feb 2024.