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Wakefield Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Wakefield Asset 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
2023
Q2 		– Sell
-53,662
Closed -$734K – 167
2023
Q1 		$734K Buy
+53,662
New +$801K 0.3% 97

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B 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 $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return

Wakefield Asset Management's GSBD Position: Q2 2023 in Review

Wakefield Asset Management sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 53,662 shares — an estimated $734K sold.

Wakefield Asset Management first reported a position in GSBD in Q1 2023 and held it in 1 quarter. The position peaked at $734K in Q1 2023. 204 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Wakefield Asset Management reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 53,662 Goldman Sachs BDC shares in Q2 2023, an estimated $734K.
  • Wakefield Asset Management first reported a position in Goldman Sachs BDC in Q1 2023 and held it in 1 quarter.
  • Wakefield Asset Management's Goldman Sachs BDC position peaked at $734K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Wakefield Asset Management's 13F filing for Q2 2023, filed 1 Aug 2023.