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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sheets Smith Wealth Management's GSBD Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q1 2024, closing a stake of 10,100 shares — an estimated $148K sold.

Sheets Smith Wealth Management first reported a position in GSBD in Q3 2021 and held it in 10 quarters. The position peaked at $230K in Q1 2022. 212 funds tracked by Wall St. Rank hold GSBD as of Q1 2024.

Sheets Smith Wealth Management reported no remaining Goldman Sachs BDC position as of Q1 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,100 Goldman Sachs BDC shares in Q1 2024, an estimated $148K.
Sheets Smith Wealth Management first reported a position in Goldman Sachs BDC in Q3 2021 and held it in 10 quarters.
Sheets Smith Wealth Management's Goldman Sachs BDC position peaked at $230K in Q1 2022.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.