Cetera Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Cetera Advisors’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
2024 Q1	$2.04M	Buy	136,015 +120,249	+763%	+$1.82M	0.02%	810
2023 Q4	$231K	Buy	15,766 +3,473	+28%	+$50.4K	﹤0.01%	1568
2023 Q3	$179K	Buy	+12,293	New	+$177K	﹤0.01%	1558

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisors's GSBD Position: Q1 2024 in Review

Cetera Advisors increased its Goldman Sachs BDC (GSBD) stake by 763% in Q1 2024, buying an estimated $1.82M and bringing the position to 136,015 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #810.

Cetera Advisors first reported a position in GSBD in Q3 2023 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

Cetera Advisors held 136,015 shares of Goldman Sachs BDC worth $2.04M as of Q1 2024.
Cetera Advisors bought 120,249 Goldman Sachs BDC shares in Q1 2024, an estimated $1.82M.
Goldman Sachs BDC made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #810 holding.
Cetera Advisors first reported a position in Goldman Sachs BDC in Q3 2023 and has held it in 3 quarters since.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

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