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Money Concepts Capital’s Goldman Sachs BDC GSBD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-4,012
Closed -$55K – 1505
2022
Q4 		$55K Buy
+4,012
New +$60.3K ﹤0.01% 1207

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Money Concepts Capital's GSBD Position: Q1 2023 in Review

Money Concepts Capital sold out of Goldman Sachs BDC (GSBD) in Q1 2023, closing a stake of 4,012 shares — an estimated $55K sold.

Money Concepts Capital first reported a position in GSBD in Q4 2022 and held it in 1 quarter. The position peaked at $55K in Q4 2022. 215 funds tracked by Wall St. Rank hold GSBD as of Q1 2023.

  • Money Concepts Capital reported no remaining Goldman Sachs BDC position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,012 Goldman Sachs BDC shares in Q1 2023, an estimated $55K.
  • Money Concepts Capital first reported a position in Goldman Sachs BDC in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Goldman Sachs BDC position peaked at $55K in Q4 2022.
  • 215 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.