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RFA
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
Shares
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
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
PWP
Pursue Wealth Partners
Clayton, California
$167M AUM
29.09%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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