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FORA Capital’s Goldman Sachs BDC GSBD Stock Holding History

FORA Capital’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 		– Sell
-866
Closed -$17K – 560
2021
Q2 		$17K Sell
866
-2,136
-71% -$42.2K ﹤0.01% 839
2021
Q1 		$58K Hold
3,002
– – 0.02% 520
2020
Q4 		$57K Buy
+3,002
New +$51.6K 0.01% 756
2020
Q1 		– Sell
-2,874
Closed -$61K – 1151
2019
Q4 		$61K Buy
+2,874
New +$59.4K 0.01% 879

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 $104B AUM 28.3% 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

FORA Capital's GSBD Position: Q3 2021 in Review

FORA Capital sold out of Goldman Sachs BDC (GSBD) in Q3 2021, closing a stake of 866 shares — an estimated $17K sold.

FORA Capital first reported a position in GSBD in Q4 2019 and held it in 4 quarters. The position peaked at $61K in Q4 2019. 158 funds tracked by Wall St. Rank hold GSBD as of Q3 2021.

  • FORA Capital reported no remaining Goldman Sachs BDC position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 866 Goldman Sachs BDC shares in Q3 2021, an estimated $17K.
  • FORA Capital first reported a position in Goldman Sachs BDC in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Goldman Sachs BDC position peaked at $61K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.