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Laurel Wealth Advisors (California)’s Goldman Sachs BDC GSBD Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-10,308
Closed -$202K – 694
2022
Q1 		$202K Buy
+10,308
New +$204K 0.02% 726
2021
Q3 		– Sell
-10,308
Closed -$202K – 472
2021
Q2 		$202K Sell
10,308
-2,944
-22% -$58.2K 0.03% 494
2021
Q1 		$256K Buy
+13,252
New +$248K 0.04% 385

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GSBD Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Goldman Sachs BDC (GSBD) in Q2 2022, closing a stake of 10,308 shares — an estimated $202K sold.

Laurel Wealth Advisors (California) first reported a position in GSBD in Q1 2021 and held it in 3 quarters. The position peaked at $256K in Q1 2021. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Goldman Sachs BDC position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 10,308 Goldman Sachs BDC shares in Q2 2022, an estimated $202K.
  • Laurel Wealth Advisors (California) first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Goldman Sachs BDC position peaked at $256K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.