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Cetera Advisors’s Golub Capital BDC GBDC Stock Holding History

Cetera Advisors’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 		$995K Buy
+59,811
New +$934K 0.01% 1162
2023
Q2 		– Sell
-46,866
Closed -$636K – 1698
2023
Q1 		$636K Sell
46,866
-1,769
-4% -$23.8K 0.01% 893
2022
Q4 		$640K Buy
48,635
+1,276
+3% +$16.8K 0.01% 855
2022
Q3 		$587K Buy
+47,359
New +$645K 0.02% 710

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 $2.07B AUM 4.33% 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

Cetera Advisors's GBDC Position: Q1 2024 in Review

Cetera Advisors opened a new position in Golub Capital BDC (GBDC) in Q1 2024: 59,811 shares worth $995K. The stake represents 0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in GBDC as recently as Q1 2023.

Cetera Advisors first reported a position in GBDC in Q3 2022 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold GBDC as of Q1 2024.

  • Cetera Advisors held 59,811 shares of Golub Capital BDC worth $995K as of Q1 2024.
  • Golub Capital BDC was a new Cetera Advisors position in Q1 2024.
  • Golub Capital BDC made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1162 holding.
  • Cetera Advisors first reported a position in Golub Capital BDC in Q3 2022 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.