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Virtus Investment Advisers’s Belden BDC Stock Holding History

Virtus Investment Advisers’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
-19,544
Closed -$1.89M – 350
2023
Q3 		$1.89M Hold
19,544
– – 1.28% 9
2023
Q2 		$1.87M Sell
19,544
-2,499
-11% -$214K 1.27% 8
2023
Q1 		$1.91M Buy
22,043
+410
+2% +$34K 1.34% 8
2022
Q4 		$1.56M Sell
21,633
-6,155
-22% -$447K 1.04% 16
2022
Q3 		$1.67M Buy
+27,788
New +$1.77M 0.77% 7

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

Virtus Investment Advisers's BDC Position: Q4 2023 in Review

Virtus Investment Advisers sold out of Belden (BDC) in Q4 2023, closing a stake of 19,544 shares — an estimated $1.89M sold.

Virtus Investment Advisers first reported a position in BDC in Q3 2022 and held it in 5 quarters. The position peaked at $1.91M in Q1 2023. 286 funds tracked by Wall St. Rank hold BDC as of Q4 2023.

  • Virtus Investment Advisers reported no remaining Belden position as of Q4 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 19,544 Belden shares in Q4 2023, an estimated $1.89M.
  • Virtus Investment Advisers first reported a position in Belden in Q3 2022 and held it in 5 quarters.
  • Virtus Investment Advisers's Belden position peaked at $1.91M in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Belden as of Q4 2023.

Based on Virtus Investment Advisers's 13F filing for Q4 2023, filed 15 Feb 2024.