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

Laidlaw 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
2021 Q4	–	Sell	-18,885	Closed	-$347K	–	401
2021 Q3	$347K	Buy	18,885 +813	+4%	+$15.6K	0.09%	179
2021 Q2	$354K	Buy	18,072 +558	+3%	+$11K	0.09%	181
2021 Q1	$339K	Buy	17,514 +247	+1%	+$4.63K	0.12%	155
2020 Q4	$330K	Sell	17,267 -1,128	-6%	-$19.4K	0.07%	245
2020 Q3	$277K	Sell	18,395 -1,331	-7%	-$20.8K	0.12%	166
2020 Q2	$320K	Buy	19,726 +3,378	+21%	+$52.1K	0.17%	123
2020 Q1	$202K	Sell	16,348 -1,752	-10%	-$33.1K	0.13%	139
2019 Q4	$385K	Buy	+18,100	New	+$374K	0.24%	106

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

ACP

Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's GSBD Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q4 2021, closing a stake of 18,885 shares — an estimated $347K sold.

Laidlaw Wealth Management first reported a position in GSBD in Q4 2019 and held it in 8 quarters. The position peaked at $385K in Q4 2019. 185 funds tracked by Wall St. Rank hold GSBD as of Q4 2021.

Laidlaw Wealth Management reported no remaining Goldman Sachs BDC position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 18,885 Goldman Sachs BDC shares in Q4 2021, an estimated $347K.
Laidlaw Wealth Management first reported a position in Goldman Sachs BDC in Q4 2019 and held it in 8 quarters.
Laidlaw Wealth Management's Goldman Sachs BDC position peaked at $385K in Q4 2019.
185 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.