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Benjamin F. Edwards & Company’s Goldman Sachs BDC GSBD Stock Holding History

Benjamin F. Edwards & Company’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 		$33K Hold
2,200
– – ﹤0.01% 1430
2024
Q1 		$33K Sell
2,200
-200
-8% -$3.02K ﹤0.01% 1407
2023
Q4 		$35K Sell
2,400
-1,600
-40% -$23.2K ﹤0.01% 1343
2023
Q3 		$58K Buy
+4,000
New +$57.6K ﹤0.01% 1039

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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 $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Benjamin F. Edwards & Company's GSBD Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Goldman Sachs BDC (GSBD) position steady in Q2 2024 at 2,200 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Benjamin F. Edwards & Company first reported a position in GSBD in Q3 2023 and has held it in 4 quarters since. The position peaked at $58K in Q3 2023. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,200 shares of Goldman Sachs BDC worth $33K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Goldman Sachs BDC share count unchanged in Q2 2024.
  • Goldman Sachs BDC made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1430 holding.
  • Benjamin F. Edwards & Company first reported a position in Goldman Sachs BDC in Q3 2023 and has held it in 4 quarters since.
  • Benjamin F. Edwards & Company's Goldman Sachs BDC position peaked at $58K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.