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Waverly Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-37,621
Closed -$518K – 999
2024
Q3 		$518K Buy
37,621
+1,586
+4% +$23K 0.01% 578
2024
Q2 		$542K Buy
36,035
+1,686
+5% +$25.9K 0.01% 566
2024
Q1 		$515K Buy
+34,349
New +$520K 0.01% 472

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's GSBD Position: Q4 2024 in Review

Waverly Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2024, closing a stake of 37,621 shares — an estimated $518K sold.

Waverly Advisors first reported a position in GSBD in Q1 2024 and held it in 3 quarters. The position peaked at $542K in Q2 2024. 236 funds tracked by Wall St. Rank hold GSBD as of Q4 2024.

  • Waverly Advisors reported no remaining Goldman Sachs BDC position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 37,621 Goldman Sachs BDC shares in Q4 2024, an estimated $518K.
  • Waverly Advisors first reported a position in Goldman Sachs BDC in Q1 2024 and held it in 3 quarters.
  • Waverly Advisors's Goldman Sachs BDC position peaked at $542K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.