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Legacy Capital Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History

Legacy Capital Wealth Partners’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
-60,391
Closed -$1.18M – 58
2021
Q4 		$1.18M Buy
60,391
+2,623
+5% +$49.8K 0.49% 35
2021
Q3 		$2.19M Buy
+57,768
New +$1.1M 0.86% 36
2021
Q2 		– Sell
-56,744
Closed -$1.12M – 42
2021
Q1 		$1.12M Sell
56,744
-168
-0.3% -$3.15K 0.46% 36
2020
Q4 		$1.11M Buy
+56,912
New +$978K 0.48% 29

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

Legacy Capital Wealth Partners's GSBD Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q1 2022, closing a stake of 60,391 shares — an estimated $1.18M sold.

Legacy Capital Wealth Partners first reported a position in GSBD in Q4 2020 and held it in 4 quarters. The position peaked at $2.19M in Q3 2021. 190 funds tracked by Wall St. Rank hold GSBD as of Q1 2022.

  • Legacy Capital Wealth Partners reported no remaining Goldman Sachs BDC position as of Q1 2022 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 60,391 Goldman Sachs BDC shares in Q1 2022, an estimated $1.18M.
  • Legacy Capital Wealth Partners first reported a position in Goldman Sachs BDC in Q4 2020 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Goldman Sachs BDC position peaked at $2.19M in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.