Tyler-Stone Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Tyler-Stone 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 Q2	–	Sell	-301	Closed	-$4.51K	–	999
2024 Q1	$4.51K	Sell	301 -283	-48%	-$4.28K	﹤0.01%	771
2023 Q4	$8.56K	Hold	584	–	–	﹤0.01%	657
2023 Q3	$9K	Hold	584	–	–	0.01%	632
2023 Q2	$8K	Buy	+584	New	+$7.93K	﹤0.01%	644
2022 Q4	$8K	Hold	584	–	–	0.01%	594
2022 Q3	$8K	Hold	584	–	–	0.01%	581
2022 Q2	$10K	Hold	584	–	–	0.01%	550
2022 Q1	$11K	Hold	584	–	–	0.01%	557
2021 Q4	$11K	Buy	+584	New	+$11.1K	0.01%	594

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 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

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Tyler-Stone Wealth Management's GSBD Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q2 2024, closing a stake of 301 shares — an estimated $4.51K sold.

Tyler-Stone Wealth Management first reported a position in GSBD in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 216 funds tracked by Wall St. Rank hold GSBD as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining Goldman Sachs BDC position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 301 Goldman Sachs BDC shares in Q2 2024, an estimated $4.51K.
Tyler-Stone Wealth Management first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's Goldman Sachs BDC position peaked at $11K in Q1 2022.
216 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.