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Endurance Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Endurance Wealth Management’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
Q2 		– Sell
-1
Closed – – 633
2021
Q1 		$0 Sell
1
-611
-100% -$11.4K ﹤0.01% 656
2020
Q4 		$12K Hold
612
– – ﹤0.01% 469
2020
Q3 		$9K Buy
+612
New +$9.58K ﹤0.01% 481

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Endurance Wealth Management's GSBD Position: Q2 2021 in Review

Endurance Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q2 2021, closing a stake of 1 share.

Endurance Wealth Management first reported a position in GSBD in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 155 funds tracked by Wall St. Rank hold GSBD as of Q2 2021.

  • Endurance Wealth Management reported no remaining Goldman Sachs BDC position as of Q2 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 1 Goldman Sachs BDC share in Q2 2021.
  • Endurance Wealth Management first reported a position in Goldman Sachs BDC in Q3 2020 and held it in 3 quarters.
  • Endurance Wealth Management's Goldman Sachs BDC position peaked at $12K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2021.

Based on Endurance Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.