Prossimo Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Prossimo 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 Q3	–	Sell	-10,018	Closed	-$151K	–	143
2024 Q2	$151K	Sell	10,018 -4,220	-30%	-$64.8K	0.14%	126
2024 Q1	$213K	Buy	14,238 +40	+0.3%	+$605	0.41%	60
2023 Q4	$208K	Sell	14,198 -760	-5%	-$11K	0.44%	58
2023 Q3	$218K	Hold	14,958	–	–	0.51%	54
2023 Q2	$207K	Buy	+14,958	New	+$203K	0.2%	120

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prossimo Advisors's GSBD Position: Q3 2024 in Review

Prossimo Advisors sold out of Goldman Sachs BDC (GSBD) in Q3 2024, closing a stake of 10,018 shares — an estimated $151K sold.

Prossimo Advisors first reported a position in GSBD in Q2 2023 and held it in 5 quarters. The position peaked at $218K in Q3 2023. 203 funds tracked by Wall St. Rank hold GSBD as of Q3 2024.

Prossimo Advisors reported no remaining Goldman Sachs BDC position as of Q3 2024 after selling out during the quarter.
Prossimo Advisors sold 10,018 Goldman Sachs BDC shares in Q3 2024, an estimated $151K.
Prossimo Advisors first reported a position in Goldman Sachs BDC in Q2 2023 and held it in 5 quarters.
Prossimo Advisors's Goldman Sachs BDC position peaked at $218K in Q3 2023.
203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2024.

Based on Prossimo Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.