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Focused Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Focused Wealth Management’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 		– Sell
-1,086
Closed -$15.9K – 504
2023
Q4 		$15.9K Buy
1,086
+5
+0.5% +$73 ﹤0.01% 474
2023
Q3 		$15.7K Buy
1,081
+5
+0.5% +$72 ﹤0.01% 461
2023
Q2 		$14.9K Buy
1,076
+4
+0.4% +$54 ﹤0.01% 477
2023
Q1 		$14.6K Buy
1,072
+930
+655% +$13.9K ﹤0.01% 486
2022
Q4 		$1.96K Sell
142
-1,023
-88% -$15.4K ﹤0.01% 781
2022
Q3 		$17K Buy
1,165
+4
+0.3% +$68 ﹤0.01% 422
2022
Q2 		$20K Buy
1,161
+3
+0.3% +$55 ﹤0.01% 414
2022
Q1 		$23K Buy
1,158
+3
+0.3% +$59 ﹤0.01% 420
2021
Q4 		$22K Buy
1,155
+26
+2% +$493 ﹤0.01% 478
2021
Q3 		$21K Buy
1,129
+1,006
+818% +$19.2K ﹤0.01% 501
2021
Q2 		$2K Buy
123
+3
+3% +$59 ﹤0.01% 815
2021
Q1 		$2K Buy
120
+4
+3% +$75 ﹤0.01% 800
2020
Q4 		$2K Buy
116
+3
+3% +$52 ﹤0.01% 733
2020
Q3 		$2K Buy
113
+3
+3% +$47 ﹤0.01% 692
2020
Q2 		$2K Hold
110
– – ﹤0.01% 672
2020
Q1 		$1K Hold
110
– – ﹤0.01% 652
2019
Q4 		$2K Hold
110
– – ﹤0.01% 638
2019
Q3 		$2K Buy
+110
New +$2.2K ﹤0.01% 632

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
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

Focused Wealth Management's GSBD Position: Q1 2024 in Review

Focused Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q1 2024, closing a stake of 1,086 shares — an estimated $15.9K sold.

Focused Wealth Management first reported a position in GSBD in Q3 2019 and held it in 18 quarters. The position peaked at $23K in Q1 2022. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

  • Focused Wealth Management reported no remaining Goldman Sachs BDC position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,086 Goldman Sachs BDC shares in Q1 2024, an estimated $15.9K.
  • Focused Wealth Management first reported a position in Goldman Sachs BDC in Q3 2019 and held it in 18 quarters.
  • Focused Wealth Management's Goldman Sachs BDC position peaked at $23K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.