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

Frontier 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 Q2	$1.73M	Hold	102,922	–	–	0.13%	139
2022 Q1	$2.04M	Buy	102,922 +1,600	+2%	+$31.6K	0.03%	114
2021 Q4	$1.94M	Hold	101,322	–	–	0.13%	126
2021 Q3	$1.86M	Buy	101,322 +27,830	+38%	+$532K	0.13%	123
2021 Q2	$1.44M	Buy	73,492 +35,496	+93%	+$702K	0.1%	146
2021 Q1	$734K	Buy	+37,996	New	+$711K	0.06%	203
2020 Q2	–	Sell	-18,272	Closed	-$225K	–	355
2020 Q1	$225K	Buy	18,272 +7,500	+70%	+$142K	0.04%	252
2019 Q4	$229K	Sell	10,772 -7,500	-41%	-$155K	0.04%	263
2019 Q3	$367K	Hold	18,272	–	–	0.05%	226
2019 Q2	$359K	Hold	18,272	–	–	0.05%	224
2019 Q1	$375K	Hold	18,272	–	–	0.05%	248
2018 Q4	$336K	Buy	+18,272	New	+$376K	0.05%	247

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Frontier Wealth Management's GSBD Position: Q2 2022 in Review

Frontier Wealth Management held its Goldman Sachs BDC (GSBD) position steady in Q2 2022 at 102,922 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #139.

Frontier Wealth Management first reported a position in GSBD in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.04M in Q1 2022. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

Frontier Wealth Management held 102,922 shares of Goldman Sachs BDC worth $1.73M as of Q2 2022.
Frontier Wealth Management left its Goldman Sachs BDC share count unchanged in Q2 2022.
Goldman Sachs BDC made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #139 holding.
Frontier Wealth Management first reported a position in Goldman Sachs BDC in Q4 2018 and has held it in 12 quarters since.
Frontier Wealth Management's Goldman Sachs BDC position peaked at $2.04M in Q1 2022.
198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.