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Weaver Consulting Group’s VanEck BDC Income ETF BIZD Stock Holding History

Weaver Consulting Group’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-342
Closed -$4K – 217
2020
Q3 		$4K Hold
342
– – ﹤0.01% 718
2020
Q2 		$4K Hold
342
– – ﹤0.01% 689
2020
Q1 		$3K Sell
342
-610
-64% -$9.15K ﹤0.01% 631
2019
Q4 		$16K Hold
952
– – 0.01% 393
2019
Q3 		$16K Hold
952
– – 0.01% 385
2019
Q2 		$16K Hold
952
– – 0.01% 368
2019
Q1 		$16K Buy
+952
New +$15.2K ﹤0.01% 799

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Weaver Consulting Group's BIZD Position: Q4 2020 in Review

Weaver Consulting Group sold out of VanEck BDC Income ETF (BIZD) in Q4 2020, closing a stake of 342 shares — an estimated $4K sold.

Weaver Consulting Group first reported a position in BIZD in Q1 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 89 funds tracked by Wall St. Rank hold BIZD as of Q4 2020.

  • Weaver Consulting Group reported no remaining VanEck BDC Income ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 342 VanEck BDC Income ETF shares in Q4 2020, an estimated $4K.
  • Weaver Consulting Group first reported a position in VanEck BDC Income ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's VanEck BDC Income ETF position peaked at $16K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.