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BRWA
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
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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