Larson Financial Group’s Goldman Sachs BDC GSBD Stock Holding History

Larson Financial Group’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 Q1	–	Sell	-37,800	Closed	-$724K	–	1096
2021 Q4	$724K	Buy	+37,800	New	+$717K	0.11%	89

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

PWP

Pursue Wealth Partners Clayton, California $179M AUM 33.97% 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

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

ACP

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

Larson Financial Group's GSBD Position: Q1 2022 in Review

Larson Financial Group sold out of Goldman Sachs BDC (GSBD) in Q1 2022, closing a stake of 37,800 shares — an estimated $724K sold.

Larson Financial Group first reported a position in GSBD in Q4 2021 and held it in 1 quarter. The position peaked at $724K in Q4 2021. 190 funds tracked by Wall St. Rank hold GSBD as of Q1 2022.

Larson Financial Group reported no remaining Goldman Sachs BDC position as of Q1 2022 after selling out during the quarter.
Larson Financial Group sold 37,800 Goldman Sachs BDC shares in Q1 2022, an estimated $724K.
Larson Financial Group first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 1 quarter.
Larson Financial Group's Goldman Sachs BDC position peaked at $724K in Q4 2021.
190 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2022.

Based on Larson Financial Group's 13F filing for Q1 2022, filed 5 May 2022.