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NewEdge Advisors’s Goldman Sachs BDC GSBD Stock Holding History

NewEdge 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
2024
Q1 		– Sell
-184
Closed -$2.69K – 3882
2023
Q4 		$2.69K Buy
184
+6
+3% +$87 ﹤0.01% 3284
2023
Q3 		$2.59K Buy
+178
New +$2.56K ﹤0.01% 2993
2023
Q2 		– Sell
-7,860
Closed -$107K – 3544
2023
Q1 		$107K Sell
7,860
-4,012
-34% -$59.9K ﹤0.01% 1734
2022
Q4 		$57.2K Sell
11,872
-9,154
-44% -$138K ﹤0.01% 1661
2022
Q3 		$304K Sell
21,026
-5,712
-21% -$96.6K 0.01% 1199
2022
Q2 		$449K Buy
26,738
+5,696
+27% +$105K 0.01% 1035
2022
Q1 		$413K Buy
21,042
+1,482
+8% +$29.3K 0.01% 891
2021
Q4 		$375K Buy
+19,560
New +$371K 0.01% 1209

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NewEdge Advisors's GSBD Position: Q1 2024 in Review

NewEdge Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2024, closing a stake of 184 shares — an estimated $2.69K sold.

NewEdge Advisors first reported a position in GSBD in Q4 2021 and held it in 8 quarters. The position peaked at $449K in Q2 2022. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

  • NewEdge Advisors reported no remaining Goldman Sachs BDC position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 184 Goldman Sachs BDC shares in Q1 2024, an estimated $2.69K.
  • NewEdge Advisors first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 8 quarters.
  • NewEdge Advisors's Goldman Sachs BDC position peaked at $449K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.