EW
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Evoke Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-61,000
Closed -$867K – 445
2024
Q3 		$867K Buy
61,000
+49,300
+421% +$716K 0.02% 196
2024
Q2 		$181K Sell
11,700
-49,300
-81% -$757K 0.27% 87
2024
Q1 		$941K Buy
61,000
+49,300
+421% +$746K 0.03% 180
2023
Q4 		$177K Sell
11,700
-16,300
-58% -$236K 0.35% 77
2023
Q3 		$420K Hold
28,000
– – 0.01% 250
2023
Q2 		$401K Hold
28,000
– – 0.01% 243
2023
Q1 		$395K Hold
28,000
– – 0.01% 241
2022
Q4 		$397K Hold
28,000
– – 0.01% 245
2022
Q3 		$417K Hold
28,000
– – 0.02% 230
2022
Q2 		$483K Hold
28,000
– – 0.02% 221
2022
Q1 		$562K Hold
28,000
– – 0.02% 223
2021
Q4 		$549K Sell
28,000
-700
-2% -$13.3K 0.02% 228
2021
Q3 		$539K Buy
28,700
+7,700
+37% +$147K 0.02% 223
2021
Q2 		$421K Buy
+21,000
New +$415K 0.02% 257

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return