IWA
GSBD icon

Intercontinental Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Intercontinental Wealth Advisors’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
2023
Q2 		$799K Hold
57,645
– – 0.19% 120
2023
Q1 		$787K Buy
+57,645
New +$861K 0.2% 119

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return

Intercontinental Wealth Advisors's GSBD Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Goldman Sachs BDC (GSBD) position steady in Q2 2023 at 57,645 shares worth $799K. The position accounts for 0.19% of the portfolio, ranked #120.

Intercontinental Wealth Advisors first reported a position in GSBD in Q1 2023 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold GSBD as of Q2 2023.

  • Intercontinental Wealth Advisors held 57,645 shares of Goldman Sachs BDC worth $799K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Goldman Sachs BDC share count unchanged in Q2 2023.
  • Goldman Sachs BDC made up 0.19% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #120 holding.
  • Intercontinental Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2023 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.