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Register Financial Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Register Financial 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
-2,756
Closed -$41.4K – 477
2024
Q2 		$41.4K Hold
2,756
– – 0.02% 367
2024
Q1 		$41.3K Buy
+2,756
New +$41.7K 0.02% 366
2023
Q4 		– Sell
-2,756
Closed -$40.1K – 444
2023
Q3 		$40.1K Hold
2,756
– – 0.03% 270
2023
Q2 		$38.2K Hold
2,756
– – 0.03% 275
2023
Q1 		$37.6K Buy
2,756
+78
+3% +$1.16K 0.03% 273
2022
Q4 		$36.7K Buy
+2,678
New +$40.2K 0.02% 430

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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

Register Financial Advisors's GSBD Position: Q3 2024 in Review

Register Financial Advisors sold out of Goldman Sachs BDC (GSBD) in Q3 2024, closing a stake of 2,756 shares — an estimated $41.4K sold.

Register Financial Advisors first reported a position in GSBD in Q4 2022 and held it in 6 quarters. The position peaked at $41.4K in Q2 2024. 203 funds tracked by Wall St. Rank hold GSBD as of Q3 2024.

  • Register Financial Advisors reported no remaining Goldman Sachs BDC position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 2,756 Goldman Sachs BDC shares in Q3 2024, an estimated $41.4K.
  • Register Financial Advisors first reported a position in Goldman Sachs BDC in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Goldman Sachs BDC position peaked at $41.4K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.