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FFA
First Foundation Advisors’s
Goldman Sachs BDC
GSBD
Stock Holding History
First Foundation Advisors’s Portfolio
GSBD Stock Details
GSBD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-12,590
Closed
-$189K
–
439
2024
Q1
$189K
Hold
12,590
–
–
0.01%
336
2023
Q4
$184K
Hold
12,590
–
–
0.01%
344
2023
Q3
$183K
Sell
12,590
-5,930
-32%
-$85.3K
0.01%
397
2023
Q2
$257K
Hold
18,520
–
–
0.01%
346
2023
Q1
$253K
Sell
18,520
-55
-0.3%
-$821
0.01%
322
2022
Q4
$255K
Buy
18,575
+55
+0.3%
+$826
0.01%
332
2022
Q3
$268K
Hold
18,520
–
–
0.01%
307
2022
Q2
$311K
Hold
18,520
–
–
0.01%
303
2022
Q1
$363K
Sell
18,520
-15,562
-46%
-$308K
0.01%
306
2021
Q4
$653K
Buy
34,082
+1,364
+4%
+$25.9K
0.02%
241
2021
Q3
$600K
Buy
32,718
+9,265
+40%
+$177K
0.02%
253
2021
Q2
$460K
Buy
23,453
+12,794
+120%
+$253K
0.02%
297
2021
Q1
$206K
Buy
+10,659
New
+$200K
0.01%
392
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31.28%
1-Year Est. Return
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25.57%
1-Year Est. Return
VanEck Associates
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$133B AUM
72.99%
1-Year Est. Return
Marshall Wace
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$93.4B AUM
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1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
Legal & General Group
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$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
$1.42B AUM
8.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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