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FWM
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
–
507
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
New York
$761B 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
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B 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
CCM
Callodine Capital Management
Boston, Massachusetts
$1.42B AUM
8.74%
1-Year Est. Return
ACM
Advisors Capital Management
Ridgewood, New Jersey
$8.58B AUM
23.43%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
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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