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Sweet Financial Partners’s Goldman Sachs BDC GSBD Stock Holding History

Sweet Financial 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
2022
Q4 		– Sell
-29,580
Closed -$427K – 169
2022
Q3 		$427K Hold
29,580
– – 0.14% 100
2022
Q2 		$497K Hold
29,580
– – 0.16% 85
2022
Q1 		$580K Hold
29,580
– – 0.16% 85
2021
Q4 		$567K Buy
+29,580
New +$561K 0.24% 60

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Sweet Financial Partners's GSBD Position: Q4 2022 in Review

Sweet Financial Partners sold out of Goldman Sachs BDC (GSBD) in Q4 2022, closing a stake of 29,580 shares — an estimated $427K sold.

Sweet Financial Partners first reported a position in GSBD in Q4 2021 and held it in 4 quarters. The position peaked at $580K in Q1 2022. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2022.

  • Sweet Financial Partners reported no remaining Goldman Sachs BDC position as of Q4 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 29,580 Goldman Sachs BDC shares in Q4 2022, an estimated $427K.
  • Sweet Financial Partners first reported a position in Goldman Sachs BDC in Q4 2021 and held it in 4 quarters.
  • Sweet Financial Partners's Goldman Sachs BDC position peaked at $580K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2022.

Based on Sweet Financial Partners's 13F filing for Q4 2022, filed 19 Jan 2023.