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Nauset Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Nauset 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
2022
Q1 		$103K Buy
+5,232
New +$103K 0.08% 82

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

Nauset Wealth Management's GSBD Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Goldman Sachs BDC (GSBD) in Q1 2022: 5,232 shares worth $103K. The stake represents 0.08% of the portfolio and ranks #82 among its holdings.

190 funds tracked by Wall St. Rank hold GSBD as of Q1 2022.

  • Nauset Wealth Management held 5,232 shares of Goldman Sachs BDC worth $103K as of Q1 2022.
  • Goldman Sachs BDC was a new Nauset Wealth Management position in Q1 2022.
  • Goldman Sachs BDC made up 0.08% of Nauset Wealth Management's portfolio in Q1 2022, its #82 holding.
  • 190 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.