Koshinski Asset Management
GSBD icon

Koshinski Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Koshinski Asset 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
2023
Q2 		– Sell
-13,801
Closed -$188K – 630
2023
Q1 		$188K Sell
13,801
-210
-1% -$3.13K 0.02% 529
2022
Q4 		$192K Buy
14,011
+627
+5% +$9.42K 0.02% 569
2022
Q3 		$193K Buy
+13,384
New +$226K 0.02% 504

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Koshinski Asset Management's GSBD Position: Q2 2023 in Review

Koshinski Asset Management sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 13,801 shares — an estimated $188K sold.

Koshinski Asset Management first reported a position in GSBD in Q3 2022 and held it in 3 quarters. The position peaked at $193K in Q3 2022. 203 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Koshinski Asset Management reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 13,801 Goldman Sachs BDC shares in Q2 2023, an estimated $188K.
  • Koshinski Asset Management first reported a position in Goldman Sachs BDC in Q3 2022 and held it in 3 quarters.
  • Koshinski Asset Management's Goldman Sachs BDC position peaked at $193K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.