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Regal Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Regal Investment 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
-12,823
Closed -$188K – 590
2023
Q4 		$188K Sell
12,823
-1,177
-8% -$17.1K 0.01% 518
2023
Q3 		$204K Hold
14,000
– – 0.02% 468
2023
Q2 		$194K Hold
14,000
– – 0.02% 485
2023
Q1 		$191K Buy
14,000
+300
+2% +$4.48K 0.02% 482
2022
Q4 		$188K Hold
13,700
– – 0.02% 461
2022
Q3 		$198K Buy
13,700
+50
+0.4% +$846 0.02% 448
2022
Q2 		$229K Buy
13,650
+450
+3% +$8.31K 0.02% 433
2022
Q1 		$258K Buy
13,200
+1,300
+11% +$25.7K 0.02% 447
2021
Q4 		$228K Hold
11,900
– – 0.02% 495
2021
Q3 		$218K Buy
11,900
+675
+6% +$12.9K 0.02% 494
2021
Q2 		$220K Buy
+11,225
New +$222K 0.02% 497
2021
Q1 		– Sell
-16,400
Closed -$314K – 195
2020
Q4 		$314K Buy
+16,400
New +$282K 0.04% 352
2020
Q3 		– Sell
-16,400
Closed -$266K – 100
2020
Q2 		$266K Buy
+16,400
New +$253K 0.05% 263
2020
Q1 		– Sell
-16,400
Closed -$349K – 141
2019
Q4 		$349K Hold
16,400
– – 0.06% 246
2019
Q3 		$329K Sell
16,400
-250
-2% -$5K 0.06% 238
2019
Q2 		$328K Hold
16,650
– – 0.06% 235
2019
Q1 		$342K Sell
16,650
-1,000
-6% -$20.4K 0.07% 226
2018
Q4 		$324K Buy
17,650
+6,450
+58% +$133K 0.07% 231
2018
Q3 		$248K Sell
11,200
-3,450
-24% -$75.6K 0.05% 269
2018
Q2 		$300K Sell
14,650
-9,600
-40% -$193K 0.09% 213
2018
Q1 		$464K Buy
24,250
+10,800
+80% +$224K 0.1% 180
2017
Q4 		$298K Buy
13,450
+1,400
+12% +$31.1K 0.07% 226
2017
Q3 		$275K Buy
12,050
+500
+4% +$11.1K 0.06% 226
2017
Q2 		$260K Buy
11,550
+3,350
+41% +$78.8K 0.06% 226
2017
Q1 		$202K Buy
+8,200
New +$199K 0.05% 248

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

Regal Investment Advisors's GSBD Position: Q1 2024 in Review

Regal Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2024, closing a stake of 12,823 shares — an estimated $188K sold.

Regal Investment Advisors first reported a position in GSBD in Q1 2017 and held it in 25 quarters. The position peaked at $464K in Q1 2018. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

  • Regal Investment Advisors reported no remaining Goldman Sachs BDC position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 12,823 Goldman Sachs BDC shares in Q1 2024, an estimated $188K.
  • Regal Investment Advisors first reported a position in Goldman Sachs BDC in Q1 2017 and held it in 25 quarters.
  • Regal Investment Advisors's Goldman Sachs BDC position peaked at $464K in Q1 2018.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.