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

Baystate 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
2023 Q4	$22K	Buy	+1,500	New	+$21.8K	﹤0.01%	541

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

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

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Baystate Wealth Management's GSBD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Goldman Sachs BDC (GSBD) in Q4 2023: 1,500 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

214 funds tracked by Wall St. Rank hold GSBD as of Q4 2023.

Baystate Wealth Management held 1,500 shares of Goldman Sachs BDC worth $22K as of Q4 2023.
Goldman Sachs BDC was a new Baystate Wealth Management position in Q4 2023.
Goldman Sachs BDC made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #541 holding.
214 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.