FSM Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

FSM Wealth Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,486	Closed	-$138K	–	158
2022 Q4	$138K	Sell	10,486 -3,460	-25%	-$45.6K	0.1%	141
2022 Q3	$173K	Hold	13,946	–	–	0.14%	129
2022 Q2	$200K	Buy	+13,946	New	+$200K	0.2%	112

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FSM Wealth Advisors's GBDC Position: Q1 2023 in Review

FSM Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q1 2023, closing a stake of 10,486 shares — an estimated $138K sold.

FSM Wealth Advisors first reported a position in GBDC in Q2 2022 and held it in 3 quarters. The position peaked at $200K in Q2 2022. 228 funds tracked by Wall St. Rank hold GBDC as of Q1 2023.

FSM Wealth Advisors reported no remaining Golub Capital BDC position as of Q1 2023 after selling out during the quarter.
FSM Wealth Advisors sold 10,486 Golub Capital BDC shares in Q1 2023, an estimated $138K.
FSM Wealth Advisors first reported a position in Golub Capital BDC in Q2 2022 and held it in 3 quarters.
FSM Wealth Advisors's Golub Capital BDC position peaked at $200K in Q2 2022.
228 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2023.

Based on FSM Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.