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Beam Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Beam 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
Q2 		– Sell
-14,950
Closed -$224K – 116
2024
Q1 		$224K Buy
14,950
+426
+3% +$6.44K 0.13% 101
2023
Q4 		$213K Sell
14,524
-420
-3% -$6.09K 0.13% 97
2023
Q3 		$218K Buy
14,944
+447
+3% +$6.43K 0.15% 91
2023
Q2 		$201K Buy
14,497
+453
+3% +$6.15K 0.14% 100
2023
Q1 		$192K Buy
14,044
+392
+3% +$5.85K 0.19% 95
2022
Q4 		$187K Sell
13,652
-662
-5% -$9.95K 0.2% 99
2022
Q3 		$207K Buy
14,314
+359
+3% +$6.07K 0.23% 95
2022
Q2 		$234K Sell
13,955
-429
-3% -$7.92K 0.26% 88
2022
Q1 		$282K Buy
+14,384
New +$284K 0.32% 69

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Marshall Wace
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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

Beam Wealth Advisors's GSBD Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2024, closing a stake of 14,950 shares — an estimated $224K sold.

Beam Wealth Advisors first reported a position in GSBD in Q1 2022 and held it in 9 quarters. The position peaked at $282K in Q1 2022. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 14,950 Goldman Sachs BDC shares in Q2 2024, an estimated $224K.
  • Beam Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 9 quarters.
  • Beam Wealth Advisors's Goldman Sachs BDC position peaked at $282K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.