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Lorne Steinberg Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Lorne Steinberg 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
Q3 		– Sell
-100
Closed -$2K – 62
2021
Q2 		$2K Buy
+100
New +$1.98K ﹤0.01% 63

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lorne Steinberg Wealth Management's GSBD Position: Q3 2021 in Review

Lorne Steinberg Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Lorne Steinberg Wealth Management first reported a position in GSBD in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 158 funds tracked by Wall St. Rank hold GSBD as of Q3 2021.

  • Lorne Steinberg Wealth Management reported no remaining Goldman Sachs BDC position as of Q3 2021 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 100 Goldman Sachs BDC shares in Q3 2021, an estimated $2K.
  • Lorne Steinberg Wealth Management first reported a position in Goldman Sachs BDC in Q2 2021 and held it in 1 quarter.
  • Lorne Steinberg Wealth Management's Goldman Sachs BDC position peaked at $2K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2021.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.