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Investment Advisory Services’s Goldman Sachs BDC GSBD Stock Holding History

Investment Advisory Services’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
-16,204
Closed -$272K – 93
2022
Q2 		$272K Hold
16,204
– – 0.16% 87
2022
Q1 		$318K Hold
16,204
– – 0.18% 84
2021
Q4 		$310K Hold
16,204
– – 0.17% 81
2021
Q3 		$297K Buy
+16,204
New +$310K 0.18% 83

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

Investment Advisory Services's GSBD Position: Q3 2022 in Review

Investment Advisory Services sold out of Goldman Sachs BDC (GSBD) in Q3 2022, closing a stake of 16,204 shares — an estimated $272K sold.

Investment Advisory Services first reported a position in GSBD in Q3 2021 and held it in 4 quarters. The position peaked at $318K in Q1 2022. 189 funds tracked by Wall St. Rank hold GSBD as of Q3 2022.

  • Investment Advisory Services reported no remaining Goldman Sachs BDC position as of Q3 2022 after selling out during the quarter.
  • Investment Advisory Services sold 16,204 Goldman Sachs BDC shares in Q3 2022, an estimated $272K.
  • Investment Advisory Services first reported a position in Goldman Sachs BDC in Q3 2021 and held it in 4 quarters.
  • Investment Advisory Services's Goldman Sachs BDC position peaked at $318K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2022.

Based on Investment Advisory Services's 13F filing for Q3 2022, filed 27 Oct 2022.