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Cascadia Advisory Services’s Goldman Sachs BDC GSBD Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$406K Buy
22,100
+6,775
+44% +$130K 0.08% 197
2021
Q2 		$300K Buy
+15,325
New +$303K 0.06% 201

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cascadia Advisory Services's GSBD Position: Q3 2021 in Review

Cascadia Advisory Services increased its Goldman Sachs BDC (GSBD) stake by 44% in Q3 2021, buying an estimated $130K and bringing the position to 22,100 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #197.

Cascadia Advisory Services first reported a position in GSBD in Q2 2021 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold GSBD as of Q3 2021.

  • Cascadia Advisory Services held 22,100 shares of Goldman Sachs BDC worth $406K as of Q3 2021.
  • Cascadia Advisory Services bought 6,775 Goldman Sachs BDC shares in Q3 2021, an estimated $130K.
  • Goldman Sachs BDC made up 0.08% of Cascadia Advisory Services's portfolio in Q3 2021, its #197 holding.
  • Cascadia Advisory Services first reported a position in Goldman Sachs BDC in Q2 2021 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.