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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
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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return