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B. Riley Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

B. Riley Wealth Advisors’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
-11,500
Closed -$178K – 1338
2024
Q2 		$178K Buy
11,500
+1,146
+11% +$17.6K ﹤0.01% 1258
2024
Q1 		$155K Sell
10,354
-2,967
-22% -$44.9K ﹤0.01% 1310
2023
Q4 		$201K Buy
13,321
+2,967
+29% +$43K 0.01% 1260
2023
Q3 		$155K Sell
10,354
-7,918
-43% -$114K ﹤0.01% 1310
2023
Q2 		$259K Sell
18,272
-35,876
-66% -$487K 0.01% 1203
2023
Q1 		$746K Sell
54,148
-7,028
-11% -$105K 0.02% 646
2022
Q4 		$850K Buy
61,176
+36,730
+150% +$552K 0.02% 591
2022
Q3 		$354K Buy
24,446
+543
+2% +$9.19K 0.01% 921
2022
Q2 		$402K Sell
23,903
-1,050
-4% -$19.4K 0.02% 746
2022
Q1 		$490K Buy
24,953
+1,547
+7% +$30.6K 0.02% 759
2021
Q4 		$449K Buy
23,406
+12,981
+125% +$246K 0.01% 875
2021
Q3 		$192K Buy
10,425
+123
+1% +$2.35K 0.01% 1253
2021
Q2 		$202K Sell
10,302
-804
-7% -$15.9K 0.01% 1212
2021
Q1 		$215K Buy
+11,106
New +$208K 0.01% 1159
2017
Q1 		– Sell
-16,904
Closed -$398K – 542
2016
Q4 		$398K Sell
16,904
-17
-0.1% -$381 0.08% 275
2016
Q3 		$369K Buy
16,921
+3,779
+29% +$79K 0.07% 342
2016
Q2 		$263K Buy
+13,142
New +$259K 0.05% 444

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Advisors's GSBD Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q3 2024, closing a stake of 11,500 shares — an estimated $178K sold.

B. Riley Wealth Advisors first reported a position in GSBD in Q2 2016 and held it in 17 quarters. The position peaked at $850K in Q4 2022. 203 funds tracked by Wall St. Rank hold GSBD as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,500 Goldman Sachs BDC shares in Q3 2024, an estimated $178K.
  • B. Riley Wealth Advisors first reported a position in Goldman Sachs BDC in Q2 2016 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Goldman Sachs BDC position peaked at $850K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.