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Precision Wealth Strategies’s Golub Capital BDC GBDC Stock Holding History

Precision Wealth Strategies’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
2024
Q2 		– Sell
-13,449
Closed -$224K – 115
2024
Q1 		$224K Buy
+13,449
New +$210K 0.21% 88

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Precision Wealth Strategies's GBDC Position: Q2 2024 in Review

Precision Wealth Strategies sold out of Golub Capital BDC (GBDC) in Q2 2024, closing a stake of 13,449 shares — an estimated $224K sold.

Precision Wealth Strategies first reported a position in GBDC in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 294 funds tracked by Wall St. Rank hold GBDC as of Q2 2024.

  • Precision Wealth Strategies reported no remaining Golub Capital BDC position as of Q2 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 13,449 Golub Capital BDC shares in Q2 2024, an estimated $224K.
  • Precision Wealth Strategies first reported a position in Golub Capital BDC in Q1 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Golub Capital BDC position peaked at $224K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2024.

Based on Precision Wealth Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.