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

Avior 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 Q2	–	Sell	-1,362	Closed	-$20.4K	–	2876
2024 Q1	$20.4K	Buy	+1,362	New	+$20.6K	﹤0.01%	1593
2023 Q2	–	Sell	-3,000	Closed	-$40.7K	–	1618
2023 Q1	$41K	Buy	+3,000	New	+$44.8K	﹤0.01%	825

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Avior Wealth Management's GSBD Position: Q2 2024 in Review

Avior Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q2 2024, closing a stake of 1,362 shares — an estimated $20.4K sold.

Avior Wealth Management first reported a position in GSBD in Q1 2023 and held it in 2 quarters. The position peaked at $41K in Q1 2023. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

Avior Wealth Management reported no remaining Goldman Sachs BDC position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,362 Goldman Sachs BDC shares in Q2 2024, an estimated $20.4K.
Avior Wealth Management first reported a position in Goldman Sachs BDC in Q1 2023 and held it in 2 quarters.
Avior Wealth Management's Goldman Sachs BDC position peaked at $41K in Q1 2023.
216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.