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OneDigital Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History

OneDigital Investment Advisors’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
-14,495
Closed -$278K – 796
2021
Q4 		$278K Buy
+14,495
New +$275K 0.01% 621

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $147B AUM 18.73% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

OneDigital Investment Advisors's GSBD Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2022, closing a stake of 14,495 shares — an estimated $278K sold.

OneDigital Investment Advisors first reported a position in GSBD in Q4 2021 and held it in 1 quarter. The position peaked at $278K in Q4 2021. 190 funds tracked by Wall St. Rank hold GSBD as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining Goldman Sachs BDC position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,495 Goldman Sachs BDC shares in Q1 2022, an estimated $278K.
  • OneDigital Investment Advisors first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 1 quarter.
  • OneDigital Investment Advisors's Goldman Sachs BDC position peaked at $278K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.