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West Financial Advisors’s Barings BDC BBDC Stock Holding History

West Financial Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-982
Closed -$10K – 167
2022
Q1 		$10K Buy
+982
New +$10.5K ﹤0.01% 138

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

West Financial Advisors's BBDC Position: Q2 2022 in Review

West Financial Advisors sold out of Barings BDC (BBDC) in Q2 2022, closing a stake of 982 shares — an estimated $10K sold.

West Financial Advisors first reported a position in BBDC in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 217 funds tracked by Wall St. Rank hold BBDC as of Q2 2022.

  • West Financial Advisors reported no remaining Barings BDC position as of Q2 2022 after selling out during the quarter.
  • West Financial Advisors sold 982 Barings BDC shares in Q2 2022, an estimated $10K.
  • West Financial Advisors first reported a position in Barings BDC in Q1 2022 and held it in 1 quarter.
  • West Financial Advisors's Barings BDC position peaked at $10K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Barings BDC as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.