Core Wealth Advisors (Florida)’s Goldman Sachs BDC GSBD Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-772	Closed	-$11.6K	–	123
2024 Q1	$11.6K	Buy	+772	New	+$11.7K	﹤0.01%	182

Other funds holding GSBD

Goldman Sachs New York $871B 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GSBD Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Goldman Sachs BDC (GSBD) in Q2 2024, closing a stake of 772 shares — an estimated $11.6K sold.

Core Wealth Advisors (Florida) first reported a position in GSBD in Q1 2024 and held it in 1 quarter. The position peaked at $11.6K in Q1 2024. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Goldman Sachs BDC position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 772 Goldman Sachs BDC shares in Q2 2024, an estimated $11.6K.
Core Wealth Advisors (Florida) first reported a position in Goldman Sachs BDC in Q1 2024 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s Goldman Sachs BDC position peaked at $11.6K in Q1 2024.
216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.