CWC
GBDC icon

Carolinas Wealth Consulting’s Golub Capital BDC GBDC Stock Holding History

Carolinas Wealth Consulting’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
2022
Q4 		– Sell
-1
Closed – – 1083
2022
Q3 		$0 Sell
1
-1,332
-100% -$18.1K ﹤0.01% 897
2022
Q2 		$17K Buy
1,333
+26
+2% +$372 ﹤0.01% 482
2022
Q1 		$20K Buy
1,307
+25
+2% +$387 ﹤0.01% 480
2021
Q4 		$20K Buy
+1,282
New +$19.9K ﹤0.01% 491

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Carolinas Wealth Consulting's GBDC Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 1 share.

Carolinas Wealth Consulting first reported a position in GBDC in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Golub Capital BDC share in Q4 2022.
  • Carolinas Wealth Consulting first reported a position in Golub Capital BDC in Q4 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Golub Capital BDC position peaked at $20K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.