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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

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Schechter Investment Advisors's GSBD Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2023, closing a stake of 22,020 shares — an estimated $321K sold.

Schechter Investment Advisors first reported a position in GSBD in Q3 2023 and held it in 1 quarter. The position peaked at $321K in Q3 2023. 214 funds tracked by Wall St. Rank hold GSBD as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Goldman Sachs BDC position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 22,020 Goldman Sachs BDC shares in Q4 2023, an estimated $321K.
  • Schechter Investment Advisors first reported a position in Goldman Sachs BDC in Q3 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's Goldman Sachs BDC position peaked at $321K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.