SSWM
GSBD icon

Sheets Smith Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Sheets Smith Wealth Management’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
-10,100
Closed -$148K – 389
2023
Q4 		$148K Hold
10,100
– – 0.02% 335
2023
Q3 		$147K Hold
10,100
– – 0.02% 323
2023
Q2 		$140K Hold
10,100
– – 0.02% 317
2023
Q1 		$138K Hold
10,100
– – 0.02% 306
2022
Q4 		$139K Sell
10,100
-1,608
-14% -$24.2K 0.02% 297
2022
Q3 		$169K Hold
11,708
– – 0.03% 292
2022
Q2 		$197K Hold
11,708
– – 0.03% 292
2022
Q1 		$230K Buy
11,708
+103
+0.9% +$2.04K 0.03% 318
2021
Q4 		$222K Buy
11,605
+105
+0.9% +$1.99K 0.03% 343
2021
Q3 		$211K Buy
+11,500
New +$220K 0.03% 345

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return