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HHM Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

HHM Wealth 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
2023
Q4 		– Sell
-1,100
Closed -$16K – 775
2023
Q3 		$16K Hold
1,100
– – ﹤0.01% 436
2023
Q2 		$15.2K Hold
1,100
– – ﹤0.01% 458
2023
Q1 		$15K Hold
1,100
– – ﹤0.01% 454
2022
Q4 		$15.1K Hold
1,100
– – ﹤0.01% 397
2022
Q3 		$16K Hold
1,100
– – ﹤0.01% 375
2022
Q2 		$18K Hold
1,100
– – ﹤0.01% 445
2022
Q1 		$22K Hold
1,100
– – 0.01% 428
2021
Q4 		$21K Hold
1,100
– – 0.01% 420
2021
Q3 		$20K Hold
1,100
– – 0.01% 400
2021
Q2 		$22K Buy
+1,100
New +$21.7K 0.01% 389

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

HHM Wealth Advisors's GSBD Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2023, closing a stake of 1,100 shares — an estimated $16K sold.

HHM Wealth Advisors first reported a position in GSBD in Q2 2021 and held it in 10 quarters. The position peaked at $22K in Q1 2022. 214 funds tracked by Wall St. Rank hold GSBD as of Q4 2023.

  • HHM Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,100 Goldman Sachs BDC shares in Q4 2023, an estimated $16K.
  • HHM Wealth Advisors first reported a position in Goldman Sachs BDC in Q2 2021 and held it in 10 quarters.
  • HHM Wealth Advisors's Goldman Sachs BDC position peaked at $22K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.