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Spire Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-4,429
Closed -$74K – 2352
2022
Q2 		$74K Sell
4,429
-984
-18% -$18.2K ﹤0.01% 1148
2022
Q1 		$106K Hold
5,413
– – ﹤0.01% 1142
2021
Q4 		$104K Hold
5,413
– – ﹤0.01% 1389
2021
Q3 		$99K Buy
5,413
+1,968
+57% +$37.6K ﹤0.01% 1200
2021
Q2 		$68K Sell
3,445
-1,966
-36% -$38.9K ﹤0.01% 1351
2021
Q1 		$85K Buy
+5,411
New +$101K ﹤0.01% 1463

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Spire Wealth Management's GSBD Position: Q3 2022 in Review

Spire Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q3 2022, closing a stake of 4,429 shares — an estimated $74K sold.

Spire Wealth Management first reported a position in GSBD in Q1 2021 and held it in 6 quarters. The position peaked at $106K in Q1 2022. 189 funds tracked by Wall St. Rank hold GSBD as of Q3 2022.

  • Spire Wealth Management reported no remaining Goldman Sachs BDC position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,429 Goldman Sachs BDC shares in Q3 2022, an estimated $74K.
  • Spire Wealth Management first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Goldman Sachs BDC position peaked at $106K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.