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

Foresight 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
2022
Q4 		– Sell
-11,861
Closed -$171K – 44
2022
Q3 		$171K Hold
11,861
– – 0.04% 93
2022
Q2 		$199K Hold
11,861
– – 0.04% 97
2022
Q1 		$233K Hold
11,861
– – 0.04% 90
2021
Q4 		$227K Hold
11,861
– – ﹤0.01% 111
2021
Q3 		$218K Hold
11,861
– – 0.04% 105
2021
Q2 		$232K Hold
11,861
– – 0.05% 113
2021
Q1 		$229K Hold
11,861
– – 0.06% 98
2020
Q4 		$227K Buy
+11,861
New +$204K 0.06% 103

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Foresight Wealth Management's GSBD Position: Q4 2022 in Review

Foresight Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q4 2022, closing a stake of 11,861 shares — an estimated $171K sold.

Foresight Wealth Management first reported a position in GSBD in Q4 2020 and held it in 8 quarters. The position peaked at $233K in Q1 2022. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2022.

  • Foresight Wealth Management reported no remaining Goldman Sachs BDC position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 11,861 Goldman Sachs BDC shares in Q4 2022, an estimated $171K.
  • Foresight Wealth Management first reported a position in Goldman Sachs BDC in Q4 2020 and held it in 8 quarters.
  • Foresight Wealth Management's Goldman Sachs BDC position peaked at $233K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.