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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

ACM

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

CCM

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

First Foundation Advisors's GSBD Position: Q2 2024 in Review

First Foundation Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2024, closing a stake of 12,590 shares — an estimated $189K sold.

First Foundation Advisors first reported a position in GSBD in Q1 2021 and held it in 13 quarters. The position peaked at $653K in Q4 2021. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

First Foundation Advisors reported no remaining Goldman Sachs BDC position as of Q2 2024 after selling out during the quarter.
First Foundation Advisors sold 12,590 Goldman Sachs BDC shares in Q2 2024, an estimated $189K.
First Foundation Advisors first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 13 quarters.
First Foundation Advisors's Goldman Sachs BDC position peaked at $653K in Q4 2021.
216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on First Foundation Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.