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Integrated Advisors Network’s Goldman Sachs BDC GSBD Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-24,307
Closed -$408K – 671
2022
Q2 		$408K Sell
24,307
-49,093
-67% -$906K 0.03% 464
2022
Q1 		$1.44M Buy
+73,400
New +$1.45M 0.08% 242

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $133B AUM 72.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Integrated Advisors Network's GSBD Position: Q3 2022 in Review

Integrated Advisors Network sold out of Goldman Sachs BDC (GSBD) in Q3 2022, closing a stake of 24,307 shares — an estimated $408K sold.

Integrated Advisors Network first reported a position in GSBD in Q1 2022 and held it in 2 quarters. The position peaked at $1.44M in Q1 2022. 189 funds tracked by Wall St. Rank hold GSBD as of Q3 2022.

  • Integrated Advisors Network reported no remaining Goldman Sachs BDC position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 24,307 Goldman Sachs BDC shares in Q3 2022, an estimated $408K.
  • Integrated Advisors Network first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 2 quarters.
  • Integrated Advisors Network's Goldman Sachs BDC position peaked at $1.44M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.