CAL
GSBD icon

Capital Analysts LLC’s Goldman Sachs BDC GSBD Stock Holding History

Capital Analysts LLC’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
2022
Q4 		– Sell
-815
Closed -$12K – 1101
2022
Q3 		$12K Buy
815
+21
+3% +$355 ﹤0.01% 776
2022
Q2 		$13K Buy
+794
New +$14.7K ﹤0.01% 760
2022
Q1 		– Sell
-1,159
Closed -$22K – 971
2021
Q4 		$22K Buy
1,159
+18
+2% +$342 ﹤0.01% 702
2021
Q3 		$21K Buy
+1,141
New +$21.8K ﹤0.01% 693
2021
Q2 		– Sell
-100
Closed -$2K – 999
2021
Q1 		$2K Buy
+100
New +$1.87K ﹤0.01% 965

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return
Legal & General Group
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