Zeke Capital Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Zeke Capital 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
2022 Q2	–	Sell	-260,938	Closed	-$5.12M	–	505
2022 Q1	$5.12M	Hold	260,938	–	–	0.26%	46
2021 Q4	$5M	Buy	260,938 +8,337	+3%	+$158K	0.29%	38
2021 Q3	$4.63M	Hold	252,601	–	–	0.27%	42
2021 Q2	$4.95M	Buy	252,601 +12,730	+5%	+$252K	0.31%	43
2021 Q1	$4.64M	Buy	+239,871	New	+$4.49M	0.32%	46

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Zeke Capital Advisors's GSBD Position: Q2 2022 in Review

Zeke Capital Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2022, closing a stake of 260,938 shares — an estimated $5.12M sold.

Zeke Capital Advisors first reported a position in GSBD in Q1 2021 and held it in 5 quarters. The position peaked at $5.12M in Q1 2022. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

Zeke Capital Advisors reported no remaining Goldman Sachs BDC position as of Q2 2022 after selling out during the quarter.
Zeke Capital Advisors sold 260,938 Goldman Sachs BDC shares in Q2 2022, an estimated $5.12M.
Zeke Capital Advisors first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 5 quarters.
Zeke Capital Advisors's Goldman Sachs BDC position peaked at $5.12M in Q1 2022.
198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Zeke Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.