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CAPTRUST Financial Advisors’s
Goldman Sachs BDC
GSBD
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
GSBD Stock Details
GSBD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-11,861
Closed
-$144K
–
2396
2024
Q4
$144K
Buy
11,861
+1,165
+11%
+$15.3K
﹤0.01%
2179
2024
Q3
$147K
Sell
10,696
-954
-8%
-$13.9K
﹤0.01%
2174
2024
Q2
$175K
Sell
11,650
-35,418
-75%
-$544K
﹤0.01%
2067
2024
Q1
$705K
Sell
47,068
-6,127
-12%
-$92.7K
﹤0.01%
1317
2023
Q4
$779K
Sell
53,195
-26,633
-33%
-$386K
﹤0.01%
1428
2023
Q3
$1.16M
Sell
79,828
-5,535
-6%
-$79.7K
﹤0.01%
1116
2023
Q2
$1.18M
Buy
85,363
+173
+0.2%
+$2.35K
﹤0.01%
1109
2023
Q1
$1.16M
Sell
85,190
-450
-0.5%
-$6.72K
0.01%
959
2022
Q4
$1.17M
Sell
85,640
-26,278
-23%
-$395K
0.01%
897
2022
Q3
$1.62M
Buy
+111,918
New
+$1.89M
0.01%
742
Other funds holding GSBD
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
GAM
Generali Asset Management
Trieste, Italy
$4.79B AUM
26.21%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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