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Pinnacle Private Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Pinnacle Private Wealth’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
Q2 		$548K Buy
32,635
+10,889
+50% +$201K 0.21% 112
2022
Q1 		$426K Buy
+21,746
New +$430K 0.13% 174

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
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
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pinnacle Private Wealth's GSBD Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Goldman Sachs BDC (GSBD) stake by 50% in Q2 2022, buying an estimated $201K and bringing the position to 32,635 shares worth $548K. The position accounts for 0.21% of the portfolio, ranked #112.

Pinnacle Private Wealth first reported a position in GSBD in Q1 2022 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

  • Pinnacle Private Wealth held 32,635 shares of Goldman Sachs BDC worth $548K as of Q2 2022.
  • Pinnacle Private Wealth bought 10,889 Goldman Sachs BDC shares in Q2 2022, an estimated $201K.
  • Goldman Sachs BDC made up 0.21% of Pinnacle Private Wealth's portfolio in Q2 2022, its #112 holding.
  • Pinnacle Private Wealth first reported a position in Goldman Sachs BDC in Q1 2022 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.