American Portfolios Advisors’s Goldman Sachs BDC GSBD Stock Holding History

American Portfolios 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 Q3	$139K	Buy	9,632 +1,787	+23%	+$30.2K	0.01%	1170
2022 Q2	$132K	Hold	7,845	–	–	0.01%	1262
2022 Q1	$154K	Hold	7,845	–	–	0.01%	1296
2021 Q4	$150K	Buy	+7,845	New	+$149K	0.01%	1304
2021 Q2	–	Sell	-35	Closed	-$677	–	3421
2021 Q1	$677	Hold	35	–	–	﹤0.01%	3182
2020 Q4	$669	Hold	35	–	–	﹤0.01%	2880
2020 Q3	$526	Hold	35	–	–	﹤0.01%	2835
2020 Q2	$568	Hold	35	–	–	﹤0.01%	2750
2020 Q1	$432	Hold	35	–	–	﹤0.01%	2673
2019 Q4	$745	Hold	35	–	–	﹤0.01%	2717
2019 Q3	$703	Hold	35	–	–	﹤0.01%	2686
2019 Q2	$688	Sell	35 -605	-95%	-$12.2K	﹤0.01%	2624
2019 Q1	$13.1K	Buy	640 +282	+79%	+$5.77K	﹤0.01%	1725
2018 Q4	$6.58K	Buy	+358	New	+$7.37K	﹤0.01%	1774
2018 Q1	–	Sell	-50	Closed	-$1.11K	–	2348
2017 Q4	$1.11K	Buy	+50	New	+$1.11K	﹤0.01%	2130

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

RJA

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

VanEck Associates New York $133B AUM 72.99% 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 $6.73T AUM 46.02% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

American Portfolios Advisors's GSBD Position: Q3 2022 in Review

American Portfolios Advisors increased its Goldman Sachs BDC (GSBD) stake by 23% in Q3 2022, buying an estimated $30.2K and bringing the position to 9,632 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #1170.

American Portfolios Advisors first reported a position in GSBD in Q4 2017 and has held it in 15 quarters since. The position peaked at $154K in Q1 2022. 189 funds tracked by Wall St. Rank hold GSBD as of Q3 2022.

American Portfolios Advisors held 9,632 shares of Goldman Sachs BDC worth $139K as of Q3 2022.
American Portfolios Advisors bought 1,787 Goldman Sachs BDC shares in Q3 2022, an estimated $30.2K.
Goldman Sachs BDC made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1170 holding.
American Portfolios Advisors first reported a position in Goldman Sachs BDC in Q4 2017 and has held it in 15 quarters since.
American Portfolios Advisors's Goldman Sachs BDC position peaked at $154K in Q1 2022.
189 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.