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WR Wealth Planners’s Belden BDC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$22.5K Hold
200
– – 0.01% 441
2024
Q3 		$23.4K Buy
+200
New +$20.1K 0.01% 457

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's BDC Position: Q4 2024 in Review

WR Wealth Planners held its Belden (BDC) position steady in Q4 2024 at 200 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #441.

WR Wealth Planners first reported a position in BDC in Q3 2024 and has held it in 2 quarters since. The position peaked at $23.4K in Q3 2024. 340 funds tracked by Wall St. Rank hold BDC as of Q4 2024.

  • WR Wealth Planners held 200 shares of Belden worth $22.5K as of Q4 2024.
  • WR Wealth Planners left its Belden share count unchanged in Q4 2024.
  • Belden made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #441 holding.
  • WR Wealth Planners first reported a position in Belden in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Belden position peaked at $23.4K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Belden as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.