Radnor Financial Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Radnor Financial 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 Q2	–	Sell	-68,638	Closed	-$1.35M	–	26
2022 Q1	$1.35M	Sell	68,638 -9,656	-12%	-$191K	0.49%	24
2021 Q4	$1.5M	Sell	78,294 -143,454	-65%	-$2.72M	0.53%	24
2021 Q3	$4.07M	Buy	221,748 +138,647	+167%	+$2.65M	1.47%	15
2021 Q2	$1.63M	Sell	83,101 -10,895	-12%	-$215K	0.59%	21
2021 Q1	$1.82M	Sell	93,996 -58,120	-38%	-$1.09M	0.8%	17
2020 Q4	$2.91M	Sell	152,116 -16,281	-10%	-$280K	1.35%	15
2020 Q3	$2.53M	Sell	168,397 -16,348	-9%	-$256K	1.45%	14
2020 Q2	$3M	Buy	184,745 +20	+0%	+$309	1.8%	13
2020 Q1	$2.28M	Sell	184,725 -10,775	-6%	-$204K	1.94%	13
2019 Q4	$4.16M	Buy	+195,500	New	+$4.04M	2.85%	11

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

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

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Radnor Financial Advisors's GSBD Position: Q2 2022 in Review

Radnor Financial Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2022, closing a stake of 68,638 shares — an estimated $1.35M sold.

Radnor Financial Advisors first reported a position in GSBD in Q4 2019 and held it in 10 quarters. The position peaked at $4.16M in Q4 2019. 198 funds tracked by Wall St. Rank hold GSBD as of Q2 2022.

Radnor Financial Advisors reported no remaining Goldman Sachs BDC position as of Q2 2022 after selling out during the quarter.
Radnor Financial Advisors sold 68,638 Goldman Sachs BDC shares in Q2 2022, an estimated $1.35M.
Radnor Financial Advisors first reported a position in Goldman Sachs BDC in Q4 2019 and held it in 10 quarters.
Radnor Financial Advisors's Goldman Sachs BDC position peaked at $4.16M in Q4 2019.
198 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2022.

Based on Radnor Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.