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Prevail Innovative Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Prevail Innovative Wealth Advisors’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
-39,942
Closed -$664K – 161
2024
Q1 		$664K Buy
39,942
+16,230
+68% +$254K 0.25% 107
2023
Q4 		$358K Buy
+23,712
New +$349K 0.17% 109

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

Prevail Innovative Wealth Advisors's GBDC Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q2 2024, closing a stake of 39,942 shares — an estimated $664K sold.

Prevail Innovative Wealth Advisors first reported a position in GBDC in Q4 2023 and held it in 2 quarters. The position peaked at $664K in Q1 2024. 294 funds tracked by Wall St. Rank hold GBDC as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Golub Capital BDC position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 39,942 Golub Capital BDC shares in Q2 2024, an estimated $664K.
  • Prevail Innovative Wealth Advisors first reported a position in Golub Capital BDC in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Golub Capital BDC position peaked at $664K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.