AJ Wealth Strategies’s Goldman Sachs BDC GSBD Stock Holding History

AJ Wealth Strategies’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
2023 Q1	–	Sell	-13,000	Closed	-$178K	–	298
2022 Q4	$178K	Buy	+13,000	New	+$195K	0.01%	281

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AJ Wealth Strategies's GSBD Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Goldman Sachs BDC (GSBD) in Q1 2023, closing a stake of 13,000 shares — an estimated $178K sold.

AJ Wealth Strategies first reported a position in GSBD in Q4 2022 and held it in 1 quarter. The position peaked at $178K in Q4 2022. 215 funds tracked by Wall St. Rank hold GSBD as of Q1 2023.

AJ Wealth Strategies reported no remaining Goldman Sachs BDC position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 13,000 Goldman Sachs BDC shares in Q1 2023, an estimated $178K.
AJ Wealth Strategies first reported a position in Goldman Sachs BDC in Q4 2022 and held it in 1 quarter.
AJ Wealth Strategies's Goldman Sachs BDC position peaked at $178K in Q4 2022.
215 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.