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Elevation Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History

Elevation Wealth Partners’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
-2,057
Closed -$28.1K – 361
2023
Q1 		$28.1K Buy
+2,057
New +$30.7K 0.03% 196

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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

Elevation Wealth Partners's GSBD Position: Q2 2023 in Review

Elevation Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q2 2023, closing a stake of 2,057 shares — an estimated $28.1K sold.

Elevation Wealth Partners first reported a position in GSBD in Q1 2023 and held it in 1 quarter. The position peaked at $28.1K in Q1 2023. 204 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Elevation Wealth Partners reported no remaining Goldman Sachs BDC position as of Q2 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 2,057 Goldman Sachs BDC shares in Q2 2023, an estimated $28.1K.
  • Elevation Wealth Partners first reported a position in Goldman Sachs BDC in Q1 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Goldman Sachs BDC position peaked at $28.1K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Elevation Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.