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Impact Partnership Wealth’s Golub Capital BDC GBDC Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-249
Closed -$3.36K – 1081
2023
Q2 		$3.36K Buy
+249
New +$3.31K ﹤0.01% 558

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Impact Partnership Wealth's GBDC Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Golub Capital BDC (GBDC) in Q3 2023, closing a stake of 249 shares — an estimated $3.36K sold.

Impact Partnership Wealth first reported a position in GBDC in Q2 2023 and held it in 1 quarter. The position peaked at $3.36K in Q2 2023. 249 funds tracked by Wall St. Rank hold GBDC as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Golub Capital BDC position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 249 Golub Capital BDC shares in Q3 2023, an estimated $3.36K.
  • Impact Partnership Wealth first reported a position in Golub Capital BDC in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Golub Capital BDC position peaked at $3.36K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.