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

Private Wealth Partners’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 Q3	–	Sell	-10,200	Closed	-$141K	–	163
2023 Q2	$141K	Hold	10,200	–	–	0.01%	161
2023 Q1	$139K	Sell	10,200 -25,500	-71%	-$381K	0.01%	156
2022 Q4	$490K	Buy	35,700 +13,700	+62%	+$206K	0.06%	80
2022 Q3	$318K	Buy	+22,000	New	+$372K	0.04%	71

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Wealth Partners's GSBD Position: Q3 2023 in Review

Private Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q3 2023, closing a stake of 10,200 shares — an estimated $141K sold.

Private Wealth Partners first reported a position in GSBD in Q3 2022 and held it in 4 quarters. The position peaked at $490K in Q4 2022. 211 funds tracked by Wall St. Rank hold GSBD as of Q3 2023.

Private Wealth Partners reported no remaining Goldman Sachs BDC position as of Q3 2023 after selling out during the quarter.
Private Wealth Partners sold 10,200 Goldman Sachs BDC shares in Q3 2023, an estimated $141K.
Private Wealth Partners first reported a position in Goldman Sachs BDC in Q3 2022 and held it in 4 quarters.
Private Wealth Partners's Goldman Sachs BDC position peaked at $490K in Q4 2022.
211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2023.

Based on Private Wealth Partners's 13F filing for Q3 2023, filed 7 Nov 2023.