AWM
GSBD icon

AE Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

AE Wealth Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,304
Closed -$155K – 1275
2024
Q2 		$155K Sell
10,304
-5,471
-35% -$84K ﹤0.01% 1183
2024
Q1 		$236K Sell
15,775
-8,674
-35% -$131K ﹤0.01% 1041
2023
Q4 		$375K Buy
24,449
+2,008
+9% +$29.1K ﹤0.01% 1599
2023
Q3 		$327K Buy
22,441
+2,111
+10% +$30.4K ﹤0.01% 1579
2023
Q2 		$282K Sell
20,330
-4,172
-17% -$56.6K ﹤0.01% 1634
2023
Q1 		$334K Sell
24,502
-598
-2% -$8.93K ﹤0.01% 1497
2022
Q4 		$344K Buy
25,100
+4,296
+21% +$64.5K ﹤0.01% 1450
2022
Q3 		$301K Buy
20,804
+2,526
+14% +$42.7K ﹤0.01% 1474
2022
Q2 		$307K Sell
18,278
-292
-2% -$5.39K ﹤0.01% 1430
2022
Q1 		$364K Buy
18,570
+3,097
+20% +$61.2K ﹤0.01% 1349
2021
Q4 		$296K Buy
+15,473
New +$294K ﹤0.01% 1453

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return