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

Schechter 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
2023
Q4 		– Sell
-22,020
Closed -$321K – 668
2023
Q3 		$321K Buy
+22,020
New +$317K 0.03% 426

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VanEck Associates
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RJFSA
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Legal & General Group
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Royal Bank of Canada
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
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CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return