BWM
GBDC icon

BKM Wealth Management’s Golub Capital BDC GBDC Stock Holding History

BKM Wealth Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-323
Closed -$4.88K – 327
2023
Q4 		$4.88K Buy
+323
New +$4.75K ﹤0.01% 517

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKM Wealth Management's GBDC Position: Q1 2024 in Review

BKM Wealth Management sold out of Golub Capital BDC (GBDC) in Q1 2024, closing a stake of 323 shares — an estimated $4.88K sold.

BKM Wealth Management first reported a position in GBDC in Q4 2023 and held it in 1 quarter. The position peaked at $4.88K in Q4 2023. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

  • BKM Wealth Management reported no remaining Golub Capital BDC position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 323 Golub Capital BDC shares in Q1 2024, an estimated $4.88K.
  • BKM Wealth Management first reported a position in Golub Capital BDC in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Golub Capital BDC position peaked at $4.88K in Q4 2023.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.